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.
- Other info: Collaborative environment with opportunities for career advancement and continuous improvement.
- 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.
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
- Preparing cashflow modelling and planning forecasts
- Providing technical research and support to advisers and senior management
- Contributing to and enhancing paraplanning processes and procedures
- Supporting change initiatives and embedding best practice
- Working collaboratively with administration and advice teams to ensure positive client outcomes
- Liaising with compliance to maintain and improve file quality in line with FCA requirements
- Assisting senior leadership and department heads as required
- Keeping up to date with legislative and regulatory developments impacting clients and the business
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 Epping employer: RGH-Global Limited
Join a dynamic and expanding independent financial planning group in Epping, Essex, where your role as a Paraplanner will be pivotal in shaping a best-in-class paraplanning proposition. With a strong focus on professional development, including support for advanced qualifications like Chartered status, you will thrive in a collaborative work culture that values high standards of advice delivery and client outcomes. This is an exceptional opportunity to contribute to a growing organisation that prioritises employee growth and offers a supportive environment for complex financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Epping
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in paraplanning. Share specific examples of how you've tackled complex cases or improved processes. We want to see your expertise shine!
✨Prepare for Interviews
Do your homework before any interview. Understand the company’s values, their approach to financial planning, and recent developments in the industry. We want you to walk in feeling confident and ready to discuss how you can contribute to their growth.
✨Apply Through Our Website
Don’t forget to apply directly 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 brand.
We think you need these skills to ace Paraplanner in Epping
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 expertise in producing compliant reports and your understanding of FCA regulations. We love seeing candidates who can demonstrate their analytical skills and attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team at StudySmarter!
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. Being able to discuss these topics confidently will show that you're well-prepared and understand the complexities of the role.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning experience that highlight your ability to produce compliant reports and manage complex cases. This will help demonstrate your practical skills and how they align with the company's needs.
✨Understand the Business
Research the company’s growth strategy and their approach to holistic financial planning. Showing that you understand their vision and how you can contribute will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the paraplanning function and how it integrates with other teams. This shows your interest in collaboration and your eagerness to contribute to continuous improvement within the organisation.
