Rgh-Global Limited in Knutsford is seeking a Senior Paraplanner to join an established financial planning team. You will deliver high-quality technical and research support for a diverse client base, preparing detailed, compliant suitability reports and analyses.
The role involves case ownership across initial advice to completion, working closely with Financial Advisers and support teams in a hybrid, full-time setting. Strong report-writing and pensions/investment knowledge are essential.
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Senior Paraplanner - Technical Research for 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.
