At a Glance
- Tasks: Support Financial Planners with detailed research and documentation for client financial strategies.
- Company: Dynamic financial services firm offering hybrid working options.
- Benefits: Competitive salary, mentoring opportunities, and a collaborative team environment.
- Other info: Opportunity for career progression and professional development in a supportive team.
- Why this job: Make a real impact by delivering tailored financial advice and supporting clients' futures.
- Qualifications: Experience in paraplanning and strong technical knowledge in finance.
The predicted salary is between 85500 - 104500 $ per year.
Job Title
Senior Paraplanner
Location
Cambridge office (hybrid working available)
Salary
£50,000 £60,000
Role Overview
The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas.
This includes pensions, protection planning, tax considerations, and investment strategies.
The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong, client-centric outcomes.
A core part of this position is producing well-structured, personalised suitability reports and ensuring all work aligns with regulatory expectations and internal frameworks.
The Senior Paraplanner is expected to maintain a high level of technical expertise, stay informed about market and regulatory developments, and take a proactive approach to continuous improvement.
This role also includes supporting junior paraplanners through mentoring, training, and involvement in process enhancements across the department.
Key Responsibilities
- Conduct thorough research based on client circumstances, existing arrangements, and information gathered by Financial Planners to support the development of suitable financial recommendations.
- Perform detailed calculations and create cash-flow models where needed.
- Prepare clear, tailored suitability reports and letters that reflect each clients objectives, risk profile, and any vulnerabilities.
- Ensure all communications are compliant, accurate, and easy to understand.
- Produce technical documentation and research materials for client meetings and presentations.
- Identify future planning opportunities when reviewing client cases and highlight them to the Financial Planner.
- Act as a point of reference for complex paraplanning queries, escalating matters when appropriate.
- Provide structured guidance and training to new paraplanners.
- Share knowledge, encourage collaboration, and support high standards across the team.
- Competencies
- Strong background in delivering high-quality paraplanning support.
- Broad experience across pensions, investments, and protection planning, including complex cases.
- A-Level/Higher (or equivalent) education.
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- Progression toward Advanced Diploma/Chartered status (desirable).
- Core Skills
- Excellent communication and client-service skills.
- Strong technical financial planning knowledge.
- High attention to detail and numerical accuracy.
- Effective organisational and prioritisation skills.
- Strong collaboration skills and ability to act as a role model.
- #J-18808-Ljbffr
- #J-18808-Ljbffr
Senior Paraplanner in Hobart employer: RGH Group
RGH Group offers a supportive and collaborative work environment, providing employees with opportunities for professional growth and development. The company emphasizes a structured pathway to Chartered status for its financial planners, ensuring that staff can advance their careers while gaining hands-on experience in wealth management. With a focus on client-centric solutions, RGH Group fosters a culture of excellence and high professional standards.
