Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers by conducting research and preparing detailed reports for clients.
- Company: Join a supportive team focused on shaping clients' financial futures.
- Benefits: Competitive salary, bonuses, and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial strategies while developing your skills.
- Qualifications: 2+ years of paraplanning experience and Level 4 Diploma or equivalent required.
- Other info: Collaborative environment with a focus on continuous improvement and efficiency.
The predicted salary is between 40000 - 50000 £ per year.
Remuneration: £40,000-£50,000 basic salary plus bonus and benefits.
This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients' long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.
About the Role
As a Paraplanner, you will work closely with financial advisers to deliver exceptional advisory support. Your day-to-day work will be varied, meaningful, and central to ensuring clients receive high-quality, well-researched, and compliant advice.
Key Responsibilities
- Conduct in-depth research on products, funds, and financial solutions to support client recommendations (e.g. investments, pensions).
- Prepare clear, accurate, and technically robust suitability reports and supporting documents.
- Identify planning opportunities and areas to enhance client outcomes.
- Complete cash flow forecasts, tax planning, and risk assessments.
- Assist with compliance checks, pre-advice reviews, and project-based work.
- Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
- Collaborate with advisers, administrators, and other internal teams to deliver a seamless client experience.
You will excel in this role if you:
- Enjoy working collaboratively with advisers and colleagues across the business.
- Can manage multiple tasks and deadlines effectively.
- Have strong writing skills and can produce clear, well-structured suitability reports.
- Are confident communicating with clients where needed.
- Are organised, proactive, and comfortable taking ownership of your workload.
Ideal Experience & Qualifications
- At least 2 years paraplanning experience within a financial planning or wealth management environment.
- Hold the Level 4 Diploma or equivalent.
- Strong knowledge of pensions, investments, cashflow modelling, protection planning, and inheritance tax considerations.
- Confident using Microsoft Office and financial planning systems/software.
Paraplanner in Brighton employer: RGH-Global | People Services
Contact Detail:
RGH-Global | People Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Brighton
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your analytical skills and experience in preparing suitability reports. We want to see how you can contribute to shaping clients' long-term financial strategies, so don’t hold back!
✨Be Proactive
If you’re really keen on a role, don’t wait for the job to be posted. Reach out directly to companies you admire and express your interest. We love seeing candidates who take the initiative and show genuine enthusiasm for joining our team!
✨Apply Through Our Website
When you find a role that excites you, make sure to apply through our website. It’s the best way for us to see your application and get you in front of the right people. Plus, it shows you’re serious about joining our supportive environment!
We think you need these skills to ace Paraplanner in Brighton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your analytical abilities and any relevant paraplanning experience to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning and how you can contribute to our team. Be sure to mention specific examples of your past work that align with the responsibilities listed in the job description.
Showcase Your Writing Skills: Since strong writing skills are key for this role, ensure your application is clear, concise, and well-structured. This is your chance to demonstrate your ability to produce high-quality suitability reports right from the start!
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 during the process.
How to prepare for a job interview at RGH-Global | People Services
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and cash flow modelling. Being able to discuss these topics confidently will show that you're not just a candidate, but someone who understands the intricacies of the role.
✨Showcase Your Collaboration Skills
Since this role involves working closely with advisers and other teams, be prepared to share examples of how you've successfully collaborated in the past. Highlighting your teamwork skills can set you apart from other candidates.
✨Prepare for Technical Questions
Expect questions that test your analytical abilities and understanding of compliance. Practise answering technical questions related to suitability reports and financial solutions, as this will demonstrate your readiness for the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company’s approach to client outcomes or their continuous improvement initiatives. This shows your genuine interest in the role and helps you gauge if it’s the right fit for you.
