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For Companies At a Glance
- Tasks: Analyse client needs and create tailored financial planning recommendations.
- Company: Forward-thinking financial planning firm with a collaborative culture.
- Benefits: Hybrid work, generous leave, pension contributions, and funded training.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: Diploma Level 4 in Financial Planning and paraplanning experience required.
- Other info: Great career progression opportunities in a supportive environment.
The predicted salary is between 40000 - 50000 £ per year.
An established, forward-thinking financial planning firm is seeking an experienced Paraplanner to join its growing team. The business specialises in delivering holistic, values-led advice to high-net-worth individuals and families, often working alongside external professional partners such as solicitors and accountants to deliver joined-up financial solutions. This is a technically engaging role offering genuine variety, professional development, and the opportunity to make a meaningful impact on client outcomes.
The Role
You will work closely with Financial Planners to research, analyse and produce high-quality, compliant financial planning recommendations. The position offers a broad technical remit, exposure to complex cases, and the opportunity to contribute to the continuous improvement of planning processes. You will be responsible for producing detailed reports, building accurate cashflow models, and engaging directly with clients to gather and clarify information when required.
Key Responsibilities
- Analyse complex client circumstances and produce clear, compliant financial planning recommendations.
- Conduct in-depth research across pensions, investments, protection and estate planning.
- Build and maintain cashflow models and suitability reports using modern planning technology.
- Maintain strong technical knowledge through ongoing professional development.
- Collaborate with Financial Planners, Administrators and external professional contacts to deliver high-quality client outcomes.
Required Experience & Skills
- Diploma Level 4 in Financial Planning (or equivalent).
- Proven experience in a paraplanning role within a regulated advice environment.
- Strong analytical, organisational and written communication skills.
- Ability to work independently while contributing positively within a team environment.
- A proactive, detail-focused approach with a passion for technical financial planning.
Whats On Offer
This role offers an excellent balance of technical challenge, flexibility and long-term career development within a supportive and collaborative culture. Benefits include:
- Hybrid and flexible working arrangements.
- Generous annual leave (increasing with service), with the option to buy or sell additional days.
- Employer pension contributions, life assurance and income protection.
- Structured development plan including funded training, qualifications and ongoing professional support.
- A friendly, professional and collaborative working environment.
Career Progression
Clear progression opportunities are available, whether your ambition is to move into senior paraplanning, financial planning, investment-focused roles or leadership positions. The business actively supports long-term career growth and internal development.
Paraplanner in Loughborough employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Loughborough
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like detailed reports or cashflow models, to demonstrate your expertise during interviews. We want to see how you tackle complex cases and deliver high-quality recommendations.
✨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 about their job search!
We think you need these skills to ace Paraplanner in Loughborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your paraplanning experience and any relevant qualifications, like your Diploma Level 4 in Financial Planning. We want to see how you can bring value 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 financial planning and how your background aligns with our values-led approach. Keep it engaging and personal – we love getting to know our applicants!
Showcase Your Technical Skills: Since this role involves complex analysis and cashflow modelling, be sure to mention any specific tools or technologies you’ve used in your previous roles. We’re looking for someone who can hit the ground running, so let us know what you’ve got!
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 keen to join our team at StudySmarter!
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 financial planning. Be prepared to discuss complex cases and demonstrate your understanding of pensions, investments, and estate planning. This will show that you're not just a candidate, but a knowledgeable professional ready to contribute.
✨Showcase Your Analytical Skills
During the interview, be ready to talk about how you've tackled challenging client circumstances in the past. Use specific examples to illustrate your analytical approach and how it led to successful outcomes. This will highlight your problem-solving abilities and your fit for the role.
✨Engage with the Interviewers
Don’t just wait for questions; engage with your interviewers. Ask insightful questions about their processes or recent projects. This shows your genuine interest in the firm and helps you understand how you can contribute to their goals.
✨Demonstrate Team Spirit
Since collaboration is key in this role, share examples of how you've worked effectively within a team. Highlight your ability to communicate clearly with colleagues and external partners, as this will reassure them that you can thrive in their collaborative environment.
