Paraplanner
other jobs RGH-Global
Added before 3 Days
- England,South East,East Sussex,Brighton and Hove
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Paraplanner
Salary £40,000-£50,000 DOE (Bonus available)
Location - Brighton, Hybrid working
This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.
About the Role
As a Paraplanner, you will work closely with financial advisers to deliver exceptional advisory support. Your day-to-day work will be varied, meaningful, and central to ensuring clients receive high-quality, well-researched, and compliant advice.
Key Responsibilities
*Conduct in-depth research on products, funds, and financial solutions to support client recommendations (e.g. investments, pensions).
*Prepare clear, accurate, and technically robust suitability reports and supporting documents.
*Identify planning opportunities and areas to enhance client outcomes.
*Complete cash flow forecasts, tax planning, and risk assessments.
*Assist with compliance checks, pre-advice reviews, and project-based work.
*Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
*Collaborate with advisers, administrators, and other internal teams to deliver a seamless client experience.
You will excel in this role if you:
*Enjoy working collaboratively with advisers and colleagues across the business.
*Can manage multiple tasks and deadlines effectively.
*Have strong writing skills and can produce clear, well-structured suitability reports.
*Are confident communicating with clients where needed.
*Are organised, proactive, and comfortable taking ownership of your workload.
Ideal Experience & Qualifications
*At least 2 years paraplanning experience within a financial planning or wealth management environment.
*Hold the Level 4 Diploma or equivalent
*Strong knowledge of pensions, investments, cashflow modelling, protection planning, and inheritance tax considerations.
*Confident using Microsoft Office and financial planning systems/software.
Salary £40,000-£50,000 DOE (Bonus available)
Location - Brighton, Hybrid working
This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.
About the Role
As a Paraplanner, you will work closely with financial advisers to deliver exceptional advisory support. Your day-to-day work will be varied, meaningful, and central to ensuring clients receive high-quality, well-researched, and compliant advice.
Key Responsibilities
*Conduct in-depth research on products, funds, and financial solutions to support client recommendations (e.g. investments, pensions).
*Prepare clear, accurate, and technically robust suitability reports and supporting documents.
*Identify planning opportunities and areas to enhance client outcomes.
*Complete cash flow forecasts, tax planning, and risk assessments.
*Assist with compliance checks, pre-advice reviews, and project-based work.
*Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
*Collaborate with advisers, administrators, and other internal teams to deliver a seamless client experience.
You will excel in this role if you:
*Enjoy working collaboratively with advisers and colleagues across the business.
*Can manage multiple tasks and deadlines effectively.
*Have strong writing skills and can produce clear, well-structured suitability reports.
*Are confident communicating with clients where needed.
*Are organised, proactive, and comfortable taking ownership of your workload.
Ideal Experience & Qualifications
*At least 2 years paraplanning experience within a financial planning or wealth management environment.
*Hold the Level 4 Diploma or equivalent
*Strong knowledge of pensions, investments, cashflow modelling, protection planning, and inheritance tax considerations.
*Confident using Microsoft Office and financial planning systems/software.
Job number 3306438
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