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For Companies At a Glance
- Tasks: Support advisers by producing accurate, client-focused reports and managing complex financial cases.
- Company: Join a growing independent financial planning group with national ambitions.
- Benefits: Competitive salary, professional development support, and progression towards advanced qualifications.
- Why this job: Be part of a high-growth phase and influence client experience with your expertise.
- Qualifications: Diploma in Regulated Financial Planning or equivalent, plus previous paraplanning experience.
- Other info: Collaborative environment with opportunities for career advancement and continuous improvement.
The predicted salary is between 35000 - 45000 £ per year.
This is an opportunity to join a growing, well-backed independent financial planning group with national ambitions. The business is in an exciting phase of expansion, bringing together high-quality advisory firms within a well-resourced and professionally governed structure. With significant investment and a clear growth strategy, the organisation is focused on delivering holistic financial planning, strong adviser support, consistent advice standards and excellent client outcomes.
As part of its continued expansion, the business is strengthening its paraplanning function. This role offers the opportunity to join during a high-growth phase, working closely with an experienced senior leadership team to help shape and deliver a best-in-class paraplanning proposition. You will gain exposure to complex planning cases, contribute to scalable processes and benefit from structured professional development support, including progression towards advanced qualifications such as Chartered status.
The Paraplanner will play a key role in supporting advisers and maintaining high standards of advice delivery across the business. Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant and client-focused reports while contributing to the continuous improvement of systems and processes. The role involves managing complex cases, ensuring technical accuracy and consistency, and supporting the integration of robust advice standards across a growing organisation. Your contribution will directly influence advice quality and overall client experience.
Key Responsibilities
- Formulating advice through detailed research and technical analysis
- Producing compliant, well-structured suitability reports and letters across:
- Investments
- Pensions
- Inheritance tax planning
- Tax-efficient investments
- Trust planning
- Protection solutions
Skills & Experience
- Diploma in Regulated Financial Planning (or equivalent), or near completion
- Previous paraplanning experience
- Experience within a financial advice or wealth management environment
- Strong technical knowledge of pensions, investments, taxation and protection
- Proven ability to produce accurate, compliant and client-focused suitability reports
- Excellent understanding of FCA regulations and advice standards
- High attention to detail and strong commitment to technical accuracy
- Strong analytical and problem-solving capability, particularly for complex planning scenarios
- Effective written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Paraplanner in Ascot employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Ascot
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, like suitability reports or case studies, to demonstrate your technical knowledge and attention to detail during interviews. We want to see how you can contribute to our high standards!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our growing team in Ascot.
We think you need these skills to ace Paraplanner in Ascot
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience in financial planning, especially any work with pensions, investments, and tax-efficient solutions. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how you can contribute to our growing team. Be sure to mention any specific experiences that relate to the responsibilities outlined in the job description.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, make sure to highlight your expertise in producing compliant reports and your understanding of FCA regulations. We love seeing candidates who can demonstrate their analytical capabilities and attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and taxation. Be ready to discuss how you've applied this knowledge in previous roles, as it will show your understanding of the complexities involved in paraplanning.
✨Showcase Your Reports
Prepare examples of suitability reports or letters you've produced in the past. Highlight your attention to detail and compliance with FCA regulations. This will demonstrate your ability to deliver high-quality, client-focused documentation.
✨Be a Team Player
Since the role involves collaboration with advisers and compliance teams, be prepared to discuss how you've worked effectively in a team setting. Share specific examples of how you've contributed to improving processes or outcomes in your previous positions.
✨Stay Updated
Keep yourself informed about the latest legislative and regulatory developments in the financial planning sector. Being able to discuss recent changes and their implications will show your commitment to continuous professional development and your proactive approach to the role.
