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- Tasks: Prepare detailed reports and support advisers in financial planning.
- Company: Expanding independent financial planning firm with a supportive culture.
- Benefits: Up to £50,000 salary, 25 days holiday, private medical insurance, and study leave.
- Why this job: Join a forward-thinking team and make a real difference in clients' financial lives.
- Qualifications: 3+ years paraplanning experience and strong technical knowledge required.
- Other info: Hybrid working available with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, forward-thinking business that delivers high-quality, holistic advice to clients across the UK. You'll play a key role in supporting advisers, producing detailed research, and preparing well-constructed advice reports that make a real difference to client outcomes.
What You'll Be Doing:
- Preparing high-quality suitability reports and technical research
- Analysing client information and existing financial arrangements
- Supporting advisers across a wide range of advice areas including pensions, investments, protection, and tax planning
- Getting involved in more complex planning such as trusts, estate planning, and IHT mitigation
- Preparing cashflow models and scenario planning
- Ensuring all advice is compliant, detailed, and clearly communicated
- Working closely with colleagues to deliver an excellent client experience
This is a varied, hands-on role with exposure to both straightforward and complex cases.
Skills
Essential:
- 3+ years experience in a paraplanning role
- Strong technical knowledge of pensions, investments, protection, tax planning, and trust structures
- Confident writing detailed, accurate, and compliant financial planning reports
- Able to manage a busy workload and meet deadlines
- Excellent written and verbal communication skills
- High level of accuracy and attention to detail
Desirable:
- Level 4 Diploma (or close to achieving it)
- Experience with estate planning, IHT strategies, and business protection
- A proactive, team-focused attitude and willingness to support continuous improvement
- Familiarity with cashflow modelling tools and research systems
What's On Offer:
- Salary up to £50,000 (depending on experience), plus discretionary performance-related bonus
- 25 days holiday + bank holidays + birthday off
- Paid Christmas shutdown
- Employer pension contribution
- Death in Service
- Private Medical Insurance
- Health Cash Plan (dental, optical & more)
- Employee discounts and wellbeing programme
- Financial support and study leave for qualifications
- Referral bonus scheme
Paraplanner in Liverpool employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a great paraplanning role.
✨Tip Number 2
Showcase your skills! Prepare a portfolio of your best suitability reports and research work. When you get that interview, having tangible examples of your expertise can really set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Get comfortable with common interview questions for paraplanners. Think about how you can highlight your technical knowledge and experience in pensions, investments, and tax planning during the chat.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Paraplanner in Liverpool
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning, especially your technical knowledge of pensions and investments, as this will show us you’re the right fit for our team.
Showcase Your Writing Skills: Since you'll be preparing detailed reports, it’s crucial to demonstrate your writing prowess. Use clear, concise language in your application to reflect your ability to communicate complex information effectively.
Highlight Relevant Experience: Don’t forget to mention any specific projects or tasks that relate to the responsibilities listed in the job description. This could include your experience with cashflow modelling or compliance, which will help us see how you can contribute to our success.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates about your application status!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge of pensions, investments, and tax planning. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Writing Skills
Since you'll be preparing detailed reports, bring along examples of your previous suitability reports or any technical research you've done. This will demonstrate your ability to communicate complex information clearly and accurately.
✨Be a Team Player
Highlight your experience working collaboratively with advisers and colleagues. Share examples of how you've contributed to a positive team environment and supported continuous improvement in your past roles.
✨Prepare for Scenario Questions
Expect questions that test your problem-solving skills, especially around complex planning like trusts and estate planning. Think of specific situations you've encountered and how you approached them, as this will show your practical experience.
