Senior Paraplanner β€” Hybrid Role in Financial Planning in Knutsford

Senior Paraplanner β€” Hybrid Role in Financial Planning in Knutsford

Knutsford Full-Time 38250 - 46750 Β£ / year (est.) Home office (partial)
RGH-Global Limited

At a Glance

  • Tasks: Support Financial Advisers with research and prepare detailed suitability reports.
  • Company: Join RGH-Global Limited, a leading financial planning firm in Knutsford.
  • Benefits: Enjoy a competitive salary, on-site parking, and a hybrid work model.
  • Other info: Be part of an established team with opportunities for professional growth.
  • Why this job: Develop expertise in financial planning while tackling diverse and challenging cases.
  • Qualifications: Experience as a Paraplanner and strong technical research skills.

The predicted salary is between 38250 - 46750 Β£ per year.

RGH-Global Limited in Knutsford invites an experienced Senior Paraplanner to join its established financial planning team.

You will support Financial Advisers with technical research and prepare detailed, compliant suitability reports for a range of client scenarios.

This full-time, hybrid role offers a Β£45,000-Β£55,000 salary, on-site parking and a varied, technically challenging caseload.

You will manage cases from initial instruction through to completion, developing expertise across pensions,

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Senior Paraplanner β€” Hybrid Role in Financial Planning in Knutsford 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.

RGH-Global Limited

Contact Details:

RGH-Global Limited Recruitment Team

We think you need these skills to ace Senior Paraplanner β€” Hybrid Role in Financial Planning in Knutsford

Technical Research
Suitability Report Preparation
Compliance Knowledge
Pensions Expertise
Case Management
Attention to Detail
Communication Skills