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- Tasks: Support Financial Planners by conducting research and preparing high-quality reports.
- Company: Dynamic financial planning firm based in Southampton with a hybrid working model.
- Benefits: Competitive salary, mentoring opportunities, and ongoing professional development.
- Why this job: Join a collaborative team and work on complex cases that make a real difference.
- Qualifications: Proven paraplanning experience and Level 4 Diploma required.
- Other info: Opportunity to mentor junior staff and enhance your technical expertise.
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 Southampton employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Southampton
✨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 to their team.
✨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 Southampton
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 in research and report writing.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've supported Financial Planners and contributed to positive client outcomes in the past.
Showcase Your Technical Knowledge: We want to see your understanding of financial products and advice areas. Mention any relevant qualifications, like your Level 4 Diploma, and discuss your experience with cashflow modelling and compliance.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at RGH-Global Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products, pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Showcase Your Experience
Prepare specific examples from your past work as a Paraplanner. Highlight complex cases you've worked on, the research you conducted, and how you contributed to positive client outcomes. This will demonstrate your capability and experience in the field.
✨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 and will resonate with the interviewers.
✨Team Player Mindset
Since mentoring junior staff is part of the job, be ready to talk about your experience in guiding others. Share how you contribute to a collaborative team environment and your approach to sharing knowledge, as this will highlight your leadership potential.