At a Glance
- Tasks: Support advisers by producing accurate, client-focused reports and managing complex financial cases.
- Company: Join a growing independent financial planning group with national ambitions.
- Benefits: Competitive salary, professional development support, and progression towards advanced qualifications.
- Other info: Collaborative environment with opportunities for career advancement and continuous improvement.
- Why this job: Be part of a high-growth phase and influence client experience with your expertise.
- Qualifications: Diploma in Regulated Financial Planning or equivalent, plus previous paraplanning experience.
The predicted salary is between 35000 - 45000 £ per year.
Location: Norwich, Norfolk
Salary: £35,000-£45,000
Business Overview
This is an opportunity to join a growing, well-backed independent financial planning group with national ambitions. The business is in an exciting phase of expansion, bringing together high-quality advisory firms within a well-resourced and professionally governed structure. With significant investment and a clear growth strategy, the organisation is focused on delivering holistic financial planning, strong adviser support, consistent advice standards and excellent client outcomes. As part of its continued expansion, the business is strengthening its paraplanning function. This role offers the opportunity to join during a high-growth phase, working closely with an experienced senior leadership team to help shape and deliver a best-in-class paraplanning proposition. You will gain exposure to complex planning cases, contribute to scalable processes and benefit from structured professional development support, including progression towards advanced qualifications such as Chartered status.
Role Purpose
The Paraplanner will play a key role in supporting advisers and maintaining high standards of advice delivery across the business. Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant and client-focused reports while contributing to the continuous improvement of systems and processes. The role involves managing complex cases, ensuring technical accuracy and consistency, and supporting the integration of robust advice standards across a growing organisation. Your contribution will directly influence advice quality and overall client experience.
Key Responsibilities
- Formulating advice through detailed research and technical analysis
- Producing compliant, well-structured suitability reports and letters across:
- Investments
- Pensions
- Inheritance tax planning
- Tax-efficient investments
- Trust planning
- Protection solutions
- Preparing cashflow modelling and planning forecasts
- Providing technical research and support to advisers and senior management
- Contributing to and enhancing paraplanning processes and procedures
- Supporting change initiatives and embedding best practice
- Working collaboratively with administration and advice teams to ensure positive client outcomes
- Liaising with compliance to maintain and improve file quality in line with FCA requirements
- Assisting senior leadership and department heads as required
- Keeping up to date with legislative and regulatory developments impacting clients and the business
Skills & Experience
- Diploma in Regulated Financial Planning (or equivalent), or near completion
- Previous paraplanning experience
- Experience within a financial advice or wealth management environment
- Strong technical knowledge of pensions, investments, taxation and protection
- Proven ability to produce accurate, compliant and client-focused suitability reports
- Excellent understanding of FCA regulations and advice standards
- High attention to detail and strong commitment to technical accuracy
- Strong analytical and problem-solving capability, particularly for complex planning scenarios
- Effective written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Paraplanner in Norwich employer: RGH-Global Limited
Join a dynamic and expanding independent financial planning group in Norwich, where your role as a Paraplanner will be pivotal in shaping a best-in-class paraplanning proposition. With a strong focus on professional development, including support for advanced qualifications like Chartered status, you will thrive in a collaborative work culture that values high standards of advice delivery and client outcomes. Enjoy the benefits of being part of a well-resourced team during an exciting growth phase, with opportunities to influence processes and contribute to the success of a forward-thinking organisation.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Norwich
✨Tip Number 1
Network like a pro! Reach out to industry professionals on LinkedIn or attend local finance events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanning questions. We recommend role-playing with a friend or using online resources to get comfortable discussing your technical knowledge and experience.
✨Tip Number 3
Showcase your skills through a portfolio! If you’ve worked on complex cases or produced reports, gather examples to discuss during interviews. This will demonstrate your expertise and attention to detail.
✨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 Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your relevant experience in financial planning, especially any work with pensions, investments, and compliance. We want to see how your skills align with what we're looking for!
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 you can contribute to our growing team. Be sure to mention any specific experiences that relate to the key responsibilities outlined in the job description.
Showcase Your Technical Knowledge:Since this role requires strong technical knowledge, make sure to highlight your understanding of FCA regulations and your ability to produce compliant reports. We love seeing candidates who can demonstrate their analytical skills and attention to detail!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and taxation. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex planning scenarios.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning roles where you've produced compliant reports or contributed to improving processes. This will help demonstrate your hands-on experience and how you can add value to their team.
✨Understand the Company
Do a bit of homework on the financial planning group and its growth strategy. Knowing their mission and how they aim to deliver client outcomes will allow you to tailor your answers and show that you're genuinely interested in being part of their journey.
✨Ask Smart Questions
Prepare thoughtful questions about their paraplanning function and how they support professional development. This not only shows your enthusiasm for the role but also helps you gauge if the company aligns with your career goals.
