Senior Paraplanner — Complex Case Specialist (Hybrid)

RGH-Global Ltd; Worcester (MA); Hybrid; USD 59,398 - 79,197; Full time

Job summary

A financial services firm is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. This hybrid role involves conducting research across various financial areas, preparing reports, and producing cashflow models. Ideal candidates will have paraplanning experience, strong knowledge of financial products, and a Level 4 Diploma. The position offers opportunities to mentor junior staff and work on complex cases, contributing to a collaborative team environment.

Qualifications

• Proven paraplanning experience within financial planning/wealth management.
• Strong knowledge of financial planning products and advice areas.
• Progression towards Chartered status desirable.

Responsibilities

• Conduct research across pensions, investments, protection, and tax planning.
• Prepare suitability reports and client documentation to a high standard.
• Produce cashflow modelling and financial calculations.
• Support Financial Planners in developing suitable client recommendations.
• Ensure all work is compliant, clear, and client-focused.

Skills

Paraplanning experience

Knowledge of financial planning products

Attention to detail

Communication skills

Education

Level 4 Diploma (or equivalent)

Tools

Cashflow modelling

Back-office systems

Job description

A financial services firm is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. This hybrid role involves conducting research across various financial areas, preparing reports, and producing cashflow models. Ideal candidates will have paraplanning experience, strong knowledge of financial products, and a Level 4 Diploma. The position offers opportunities to mentor junior staff and work on complex cases, contributing to a collaborative team environment.