Senior Paraplanner at RGH-Global Limited

Job Description:

Latest job information from RGH-Global Limited for the position of Senior Paraplanner. If the Senior Paraplanner vacancy in Birmingham matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at RGH-Global Limited for the position of Senior Paraplanner below matches your qualifications.

Location: Birmingham (hybrid working available)

Salary: £45,000-£60,000

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.

• 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

• 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

• 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

• No direct line management, but mentoring of junior staff expected
• Opportunity to work on complex cases and develop technical expertise

Job Info:

• Company: RGH-Global Limited
• Position: Senior Paraplanner
• Work Location: Birmingham
• Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Senior Paraplanner at the office Birmingham above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.