Rgh-Global Limited in Knutsford, Cheshire is seeking an experienced Senior Paraplanner to join our established financial planning team. You will provide high-quality technical and research support across client cases, preparing compliant suitability reports and supporting advisers throughout the process.
The role involves taking ownership of paraplanning cases from initial instruction to completion, producing cashflow models, researching pensions and investments, and collaborating closely with
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Senior Paraplanner - Hybrid Role in Knutsford, Tech Reports employer: RGH-Global Limited
Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.
