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RGH-Global Limited
ParaplannerRGH-Global Limited • Leicester, England, UK
Paraplanner

Paraplanner

RGH-Global Limited • Leicester, England, UK
30+ days ago
Salary
£35,000.00 yearly
Job type
  • Full-time
Job description
Paraplanner

Location: Leicester (hybrid working after probation)
Salary:

The Opportunity

An established and growing financial planning firm is seeking an experienced Paraplanner to provide technical support to Financial Advisers and help deliver high-quality client outcomes. This role offers the opportunity to work on a broad range of cases carrying out research analysis and report writing while supporting advisers in developing suitable financial planning recommendations.

Key Responsibilities

  • Conduct provider and product research including fund performance reviews risk analysis and cashflow modelling using industry-standard tools.
  • Produce personalised and compliant suitability reports tailored to individual client circumstances and objectives.
  • Analyse Fact Finds and Know Your Client (KYC) documentation to identify appropriate financial planning solutions.
  • Provide technical support and research to advisers delivering evidence-based recommendations.
  • Manage complex cases from initial review through to completion resolving technical queries and ensuring appropriate outcomes.
  • Work independently to manage workloads effectively meeting agreed deadlines and service standards.
  • Communicate professionally with clients advisers and colleagues via telephone email and written correspondence.
  • Collaborate with colleagues to maintain a consistent level of service and provide support across the wider team when required.

Skills & Experience

The successful candidate will demonstrate:

  • Previous paraplanning experience within a financial planning or wealth management environment.
  • Strong technical knowledge of pensions investments retirement planning and financial products.
  • Proven suitability report writing skills and the ability to interpret client information accurately.
  • Experience in:

    • Investment and fund analysis
    • Risk profiling and portfolio research
    • Cashflow forecasting and modelling
  • A client-focused approach with a commitment to delivering excellent service.
  • Excellent attention to detail and a strong understanding of compliance requirements.
  • Strong organisational skills with the ability to prioritise multiple tasks and manage deadlines effectively.
  • Proficiency in Microsoft Office applications including Word Excel Outlook and Teams.
  • Experience using financial planning software and back-office systems would be advantageous.

Qualifications

  • Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent or currently working towards completion.

Benefits

  • Competitive salary of depending on experience.
  • Opportunity to join a supportive and collaborative team environment.
  • Ongoing professional development and support towards further qualifications.
  • Hybrid working available after the probation period

Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 35000 - 45000
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Paraplanner • Leicester, England, UK

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