At a Glance
- Tasks: Draft reports, conduct research, and support financial advisers in delivering top-notch client service.
- Company: A growing financial planning firm with a supportive and collaborative culture.
- Benefits: Competitive salary, pension contributions, health cash plan, and flexible working options.
- Other info: Opportunity for career progression and mentoring junior team members.
- Why this job: Join a dynamic team and make a real impact in the financial planning industry.
- Qualifications: Level 4 Diploma in Financial Planning and at least 3 years' paraplanning experience.
The predicted salary is between 38000 - 47000 £ per year.
An established and growing financial planning business is looking to appoint a skilled and qualified Paraplanner to join its collaborative team. The firm delivers holistic financial planning and tax-efficient advice to a diverse client base, including private individuals, professionals, and business owners. This is a full-time opportunity near Brighton, operating on a hybrid basis following an initial training period. You will work in close partnership with Financial Advisers and support functions, contributing directly to the delivery of high-quality advice and client service.
Package & Benefits
- Competitive base salary
- Structured career development and progression pathways
- Supportive, team-oriented culture
- Employer pension contribution (4%)
- Life assurance cover
- Health cash plan (subject to eligibility)
- Smart-casual dress environment
- Hybrid and flexible working options
Core Responsibilities
- Drafting detailed suitability reports and review documentation
- Supporting the implementation of financial planning recommendations
- Maintaining accurate and compliant client records
- Conducting technical research and investment analysis
- Ensuring adherence to regulatory and compliance requirements
- Acting as a technical resource for advisers and colleagues
- Assisting in the development and mentoring of junior team members
- Monitoring market trends and product developments
- Providing support to the Paraplanning Manager on ad hoc projects
Skills & Experience Required
- At least 3 years' experience in a paraplanning role within a financial planning environment
- Level 4 Diploma in Financial Planning (essential)
- Proficiency in industry software (e.g. Intelligent Office, CashCalc, Genovo, FE Analytics or comparable platforms)
Paraplanner in Brighton employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Brighton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Brighton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
