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- Tasks: Support Financial Planners by conducting research and preparing high-quality reports.
- Company: Dynamic financial planning firm with a focus on client success.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Mentorship opportunities and a collaborative team environment await you.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Proven paraplanning experience and Level 4 Diploma required.
The predicted salary is between 45000 - 60000 £ per year.
An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.
Key Responsibilities
- Conduct research across pensions, investments, protection, and tax planning
- Prepare suitability reports and client documentation to a high standard
- Produce cashflow modelling and financial calculations
- Support Financial Planners in developing suitable client recommendations
- Ensure all work is compliant, clear, and client-focused
- Identify additional planning opportunities where appropriate
Team & Development
- Provide guidance and support to junior team members
- Share knowledge and contribute to a collaborative team environment
- Maintain and develop technical knowledge through ongoing learning
- Support improvements to processes and report templates
Skills & Experience
- Proven paraplanning experience within financial planning/wealth management
- Strong knowledge of financial planning products and advice areas
- Level 4 Diploma (or equivalent) required
- Progression towards Chartered status desirable
- Strong attention to detail, organisation, and communication skills
- Experience with cashflow modelling and back-office systems preferred
Additional Information
- No direct line management, but mentoring of junior staff expected
- Opportunity to work on complex cases and develop technical expertise
Senior Paraplanner in Llandudno employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Llandudno
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss your experience with complex cases and cashflow modelling. We want to see how you can add value!
✨Tip Number 3
Prepare for the interview! Research the company and think about how your background aligns with their needs. Be ready to share examples of how you've supported Financial Planners and contributed to client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Senior Paraplanner in Llandudno
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience in financial planning, especially with complex cases, and showcase your technical skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your skills align with our needs. We love seeing genuine enthusiasm for the role and our company.
Showcase Your Technical Knowledge: Since this role involves technical research and report writing, make sure to mention any relevant qualifications or experiences. If you've worked with cashflow modelling or back-office systems, let us know – we’re keen to hear about it!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, protection, and tax planning. Being able to discuss these areas confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully supported Financial Planners or handled complex cases. This will help demonstrate your proven paraplanning experience and how you can contribute to positive client outcomes.
✨Be Client-Focused
During the interview, emphasise your commitment to delivering high-quality, client-focused advice. Discuss how you ensure compliance and clarity in your reports, as this is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their team members. This shows your interest in the role and helps you gauge if the company culture aligns with your values.