At a Glance
- Tasks: Provide top-notch technical support and research for diverse client cases in financial planning.
- Company: Established financial planning team in Knutsford with a collaborative culture.
- Benefits: Competitive salary, hybrid working, on-site parking, and career development opportunities.
- Why this job: Join a dynamic team and make a real impact in clients' financial futures.
- Qualifications: Experience as a Paraplanner, strong report-writing skills, and technical knowledge in finance.
The predicted salary is between 45000 - 55000 £ per year.
- Senior Paraplanner
- Location: Knutsford, Cheshire Salary: £45,000-£55,000 Working Pattern: Full-time, Hybrid
The Role
An excellent opportunity has arisen for an experienced Senior Paraplanner to join an established financial planning team based in Knutsford.
Working closely with Financial Advisers, you will provide high-quality technical and research support across a diverse range of client cases.
The role will involve preparing detailed, compliant and client-focused suitability reports, analysing existing financial arrangements, supporting financial planning strategies and assisting with cases from initial advice through to completion.
This is an ideal opportunity for a technically strong Paraplanner who enjoys taking ownership of cases, producing high-quality written work and working collaboratively with Advisers and wider support teams.
Key Responsibilities
- Technical Paraplanning
- Prepare accurate, clear and compliant suitability reports and recommendation letters.
- Conduct detailed research and analysis of clients' existing financial arrangements.
- Review client portfolios and financial plans, identifying potential areas for improvement.
- Provide technical support and guidance to Financial Advisers on a range of financial planning matters.
- Research and assess Life, Pension and Investment products and solutions.
- Support Advisers in developing appropriate and technically sound financial planning strategies.
- Produce product research, comparisons, illustrations and supporting documentation.
- Case Management
- Take ownership of paraplanning cases from initial instruction through to completion.
- Work closely with Financial Advisers and Administrators to ensure cases progress efficiently and accurately.
- Liaise with product providers and platforms where required to obtain information and progress outstanding business.
- Monitor the progress of new business and ensure actions are followed up within appropriate timescales.
- Maintain accurate and comprehensive client records across relevant back-office systems.
- Ensure all documentation and client files are complete, accurate and compliant.
- Financial Planning & Analysis
- Prepare detailed cashflow models to support client recommendations and financial planning strategies.
- Utilise financial planning and investment research tools to analyse client circumstances and investment arrangements.
- Assist with the preparation of client meeting packs and supporting materials.
- Complete research and analysis to support recommendations across pensions, investments, protection and wider financial planning.
- Assist with Trust planning and other more complex areas of financial planning where required.
- Support Advisers with pre- and post-meeting requirements, including research, recommendations and follow-up actions.
- Team Collaboration
- Build strong working relationships with Financial Advisers, Administrators and other members of the financial planning team.
- Help ensure an efficient workflow between advice, paraplanning and administration.
- Communicate effectively with colleagues and external providers to ensure cases are progressed smoothly.
- Contribute ideas and suggestions to improve processes, efficiency and the overall client experience.
- Provide support and technical input to colleagues where appropriate.
About You
The successful candidate will ideally have previous experience working as a Paraplanner or Senior Paraplanner within a financial planning or wealth management environment.
You will be technically confident, highly organised and able to manage multiple cases while maintaining a consistently high standard of work.
Essential / Desirable Experience
- Previous experience working within a Paraplanning role.
- Strong report-writing and written communication skills.
- Good technical knowledge across pensions, investments and life/protection products .
- Experience preparing detailed suitability reports and financial planning documentation.
- Ability to analyse complex client information and translate it into clear, client-focused recommendations.
- Strong attention to detail and a commitment to producing accurate, compliant work.
- Ability to manage your own workload and take ownership of cases.
- Strong communication skills and the ability to work effectively with Advisers and support teams.
- Experience using cashflow modelling software.
- Experience using investment research and analytical tools.
- Experience with Trust planning would be advantageous.
- Experience with Drawdowns would be advantageous.
Level 4 Diploma in Financial Planning or equivalent qualification is desirable, although candidates with strong relevant paraplanning experience will also be considered.
- What's on Offer
- Full-time position
- Hybrid working available
- On-site parking
- Opportunity to work within an established financial planning environment
- Varied and technically interesting caseload
- Opportunity to develop your technical expertise and progress your career within paraplanning and financial planning
Senior Paraplanner in Knutsford employer: RGH-Global Ltd
RGH-Global Ltd is an excellent employer, offering a supportive work culture that values professional growth and development. Located in Sheffield, employees benefit from a generous 33 days of annual leave and life assurance, making it an attractive place for those seeking a rewarding career in the legal field.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Knutsford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like RGH-Global Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Paraplanner in Knutsford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to RGH-Global Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on RGH-Global Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at RGH-Global Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with RGH-Global Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at RGH-Global Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former RGH-Global Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
