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RGH-Global Limited
ParaplannerRGH-Global Limited • Poole, United Kingdom
Paraplanner

Paraplanner

RGH-Global Limited • Poole, United Kingdom
30+ days ago
Salary
£35,000.00 yearly
Job type
  • Full-time
Job description
Paraplanner Salary - £35,000-£55,000 Location: Near Poole Overview Due to continued and sustained growth, a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment. The successful candidate will work closely with a team of Financial Planners, supporting a portfolio of high-net-worth clients. The role covers a broad range of technical areas including investment planning, retirement planning, estate and trust planning, and equity release. You will be joining a knowledgeable team with access to in-house technical specialists, compliance support, and other experienced paraplanners who are on hand to provide guidance when required. The organisation offers a competitive basic salary, discretionary bonus scheme, and a comprehensive benefits package. Following the successful completion of the probation period, a hybrid working arrangement can be offered. Full study support is also provided, and the ideal candidate will demonstrate a clear commitment to ongoing professional development and progression through further qualifications. Key Responsibilities Preparing high-quality, compliant financial planning reports across a wide range of advice areas. Conducting detailed research and analysis to support client recommendations. Working closely with Financial Planners to ensure advice strategies are robust, accurate, and tailored to individual client needs. Managing and prioritising workload to meet agreed timescales and service levels. Ensuring all work is completed in line with internal processes and regulatory requirements. Maintaining a strong understanding of current legislation, tax rules, and best practice within financial planning. Communicating effectively with colleagues, providers and clients where needed to gather information and progress cases. Entry Requirements & Essential Skills Previous Paraplanning experience within a financial planning or wealth management environment. Level 4 Diploma in Financial Planning (or equivalent) is essential. Strong technical knowledge across investments, pensions, protection, estate planning and related advice areas. A clear understanding of the full end-to-end financial planning process. Ability to interpret and simplify complex information for reports and client documentation. Capable of working without close supervision and confident in making progress on agreed outcomes. Excellent organisational skills with the ability to multi-task, work under pressure, and meet deadlines. High level of accuracy and exceptional attention to detail. Strong written and verbal communication skills. Competent IT skills, including proficiency in Microsoft Office. Experience using financial services research tools such as FE Analytics. Ability to work both independently and collaboratively as part of a wider team.
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Paraplanner • Poole, United Kingdom

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