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For Companies At a Glance
- Tasks: Support advisers by producing accurate, client-focused reports and enhancing paraplanning processes.
- Company: Join a growing independent financial planning group with national ambitions.
- Benefits: Competitive salary, professional development support, and progression towards advanced qualifications.
- Other info: Dynamic environment with opportunities for career advancement and exposure to complex cases.
- Why this job: Be part of a high-growth phase and influence client experience directly.
- Qualifications: Diploma in Regulated Financial Planning or equivalent, with previous paraplanning experience.
The predicted salary is between 35000 - 45000 £ per year.
Location: Epping, Essex
Business Overview
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.
Role Purpose
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
Employment Type: Full Time
Experience: years
Vacancy: 1
Monthly Salary: £35,000 - £45,000
Paraplanner in England employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to industry professionals on LinkedIn or attend local finance events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and tax planning confidently. We want you to shine when they ask about your experience with complex cases!
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work, like suitability reports, to demonstrate your ability to produce accurate and compliant documents. We love seeing candidates who take pride in their work.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to contribute to our growing team.
We think you need these skills to ace Paraplanner in England
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 strategies. 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 key responsibilities outlined in the job description.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, make sure to highlight your qualifications and any relevant certifications. If you've worked on complex cases or produced suitability reports, let us know! We love seeing candidates who are detail-oriented and technically savvy.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
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 tax planning. Be ready to discuss how you've applied this knowledge in previous roles, as it shows you're not just book-smart but also practical.
✨Showcase Your Reports
Bring examples of your suitability reports or any relevant documentation you've created. This will give the interviewers a tangible sense of your attention to detail and ability to produce compliant, client-focused work.
✨Be a Team Player
Since the role involves collaborating with advisers and compliance teams, be prepared to discuss how you've worked effectively in a team before. Share specific examples that highlight your communication skills and ability to manage multiple priorities.
✨Stay Updated
Demonstrate your commitment to professional development by discussing recent legislative changes or industry trends. Showing that you're proactive about keeping your knowledge current will impress the interviewers and align with their focus on high standards.