Senior Paraplanner β€” Technical Lead in Wealth Planning in Knutsford

Senior Paraplanner β€” Technical Lead in Wealth Planning in Knutsford

Knutsford Full-Time 45000 - 55000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Deliver high-quality technical support and prepare suitability reports in wealth planning.
  • Company: Join Rgh-Global Limited, a leading financial planning team in Knutsford.
  • Benefits: Enjoy hybrid working, competitive salary, and a supportive team environment.
  • Other info: Great opportunity for career growth in a dynamic financial services environment.
  • Why this job: Make a real impact in financial planning while developing your technical skills.
  • Qualifications: Strong paraplanning experience and ability to collaborate with Advisers.

The predicted salary is between 45000 - 55000 Β£ per year.

Rgh-Global Limited in Knutsford, Cheshire, seeks a Senior Paraplanner to join an established financial planning team.

You will deliver high-quality technical support, prepare suitability reports and assist across pensions, investments and life products.

As a technically strong professional, you will own paraplanning cases, work closely with Advisers, and contribute to a collaborative service delivery.

Hybrid working and a Β£45,000-Β£55,000 salary are offered.

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Senior Paraplanner β€” Technical Lead in Wealth Planning in Knutsford 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.

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Contact Details:

RGH-Global Limited Recruitment Team

We think you need these skills to ace Senior Paraplanner β€” Technical Lead in Wealth Planning in Knutsford

Technical Support
Suitability Reports Preparation
Pensions Knowledge
Investment Knowledge
Life Products Knowledge
Paraplanning Case Management
Collaboration Skills