RGH-Global Limited is seeking an experienced Paraplanner in Liverpool to support Financial Planners and deliver high-quality technical analyses. This hybrid role focuses on pensions, investments and comprehensive financial planning.
You will prepare suitability reports, conduct research, and use cashflow modelling to back client recommendations. Progression toward Chartered status is encouraged.
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Paraplanner (Hybrid) - Technical Financial Planning Expert in Liverpool 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.
