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- Tasks: Support Financial Advisers with research, documentation, and client-focused financial advice.
- Company: Join a dynamic financial services firm committed to excellence.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Level 4 Diploma in Financial Planning and previous paraplanning experience required.
- Other info: Collaborative team environment with a focus on continuous learning and development.
The predicted salary is between 40000 - 50000 £ per year.
The Paraplanner will provide high-quality technical and administrative support to a Financial Adviser, ensuring a consistently high standard of service for clients. This role requires a proactive and organised individual who can manage workloads efficiently while supporting the delivery of compliant, client‑focused financial advice.
This position involves detailed research, preparation of advice documentation, and coordination of tasks to support advisers and clients throughout the advice process. The Paraplanner will be expected to work with professionalism, accuracy, and commercial awareness at all times.
Key Responsibilities- Analyse client information and conduct research to support appropriate financial planning solutions.
- Research suitable products from the whole of the market and maintain clear records of research undertaken.
- Interpret information gathered during client meetings and identify any missing or outstanding data.
- Prepare quotes and suitability reports using available systems and tools.
- Assist with the processing of new business and related documentation.
- Ensure all work is completed in line with compliance and regulatory requirements.
- Provide general paraplanning and administrative support, including ad hoc tasks as required.
- Maintain a strong working knowledge of FCA regulations and compliance standards.
- Keep client records accurate, up to date, and audit‑ready.
- Monitor provider platforms and online access where required.
- Maintain awareness of service levels for ongoing client arrangements.
- Stay up to date with product developments, legislative changes, and technical updates.
- Maintain personal training and competence records.
- Support and train other team members where appropriate.
- Contribute positively to team meetings and wider business objectives.
- Level 4 Diploma in Financial Planning (or equivalent).
- Previous experience in a paraplanning role.
- Strong understanding of FCA regulations and industry best practice.
- Excellent attention to detail and strong analytical skills.
- Proven organisational and administrative ability.
- Clear and professional written and verbal communication skills.
- Professional and client‑focused approach.
- Ability to communicate effectively with stakeholders at all levels.
- Strong work ethic and commitment to maintaining high standards.
- Collaborative and supportive team player with a positive attitude.
Salary of £40,000–£50,000. Competitive benefits package.
Paraplanner in Huntingdon employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Huntingdon
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance standards. Being able to discuss these confidently will show potential employers that you're not just qualified, but also genuinely interested in the role.
✨Tip Number 3
Don’t forget to showcase your analytical skills! During interviews, be ready to share examples of how you've successfully conducted research or prepared advice documentation in previous roles. This will highlight your experience and attention to detail.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Paraplanner in Huntingdon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any previous paraplanning roles you've had. We want to see how you can bring value to our team!
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 your background aligns with our needs. Be sure to mention your understanding of FCA regulations and your commitment to high standards.
Showcase Your Attention to Detail: As a Paraplanner, accuracy is key. In your application, demonstrate your strong analytical skills and attention to detail. Maybe include examples of how you've successfully managed compliance and documentation in past roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA regulations and compliance standards. Being able to discuss these confidently will show that you're not just a candidate, but a knowledgeable professional ready to support advisers effectively.
✨Showcase Your Research Skills
Prepare to discuss how you've conducted detailed research in previous roles. Bring examples of how you've analysed client information and identified suitable financial products. This will demonstrate your analytical skills and attention to detail.
✨Be Organised
Since the role requires managing workloads efficiently, come prepared with examples of how you've successfully juggled multiple tasks in the past. Highlight your organisational strategies and tools you use to keep everything on track.
✨Communicate Clearly
Practice articulating your thoughts clearly and professionally. Whether it's discussing your experience or answering questions, clear communication is key. You want to leave a positive impression on your interviewers, so be concise and confident.
