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- Tasks: Support Financial Planners by conducting research and preparing high-quality reports.
- Company: Dynamic financial planning firm with a focus on client success.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Mentorship opportunities and a collaborative team environment await you.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Proven paraplanning experience and Level 4 Diploma required.
The predicted salary is between 45000 - 60000 £ per year.
An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.
Key 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
- Identify additional planning opportunities where appropriate
Team & Development
- Provide guidance and support to junior team members
- Share knowledge and contribute to a collaborative team environment
- Maintain and develop technical knowledge through ongoing learning
- Support improvements to processes and report templates
Skills & Experience
- Proven paraplanning experience within financial planning/wealth management
- Strong knowledge of financial planning products and advice areas
- Level 4 Diploma (or equivalent) required
- Progression towards Chartered status desirable
- Strong attention to detail, organisation, and communication skills
- Experience with cashflow modelling and back-office systems preferred
Additional Information
- No direct line management, but mentoring of junior staff expected
- Opportunity to work on complex cases and develop technical expertise
Senior Paraplanner in Blackpool employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Blackpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities for Senior Paraplanners. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent trends in financial planning. We want you to showcase your expertise in pensions, investments, and tax planning, so be ready to discuss how you can contribute to client outcomes.
✨Tip Number 3
Don’t forget to highlight your mentoring skills! As a Senior Paraplanner, you’ll be guiding junior team members, so share examples of how you’ve supported others in your previous roles during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Senior Paraplanner in Blackpool
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning, technical research, and report writing. We want to see how your skills align with what we’re looking for!
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 team. Keep it clear, concise, and client-focused, just like the work we do.
Showcase Your Technical Skills: Don’t forget to mention your experience with cashflow modelling and back-office systems. We love seeing candidates who are technically savvy and can support our Financial Planners effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, protection, and tax planning. Being able to discuss these areas confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully supported Financial Planners or handled complex cases. This will help demonstrate your proven paraplanning experience and how you can contribute to positive client outcomes.
✨Be Client-Focused
During the interview, emphasise your commitment to delivering clear and compliant advice. Discuss how you ensure that all documentation is client-focused and how you identify additional planning opportunities for clients.
✨Team Player Vibes
Since mentoring junior staff is part of the role, be ready to talk about your experience in guiding others. Share how you’ve contributed to a collaborative environment in previous roles, as this will highlight your ability to fit into their team culture.