Paraplanner

3 days ago

Poole, United Kingdom RGH-Global Limited Full time

Paraplanner Salary - Location: Near Poole Overview Due to continued and sustained growth a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment. The successful candidate will work closely with a team of Financial Planners supporting a portfolio of high-net-worth clients. The role covers a broad range of technical areas including investment planning retirement planning estate and trust planning and equity release. You will be joining a knowledgeable team with access to in-house technical specialists compliance support and other experienced paraplanners who are on hand to provide guidance when required. The organisation offers a competitive basic salary discretionary bonus scheme and a comprehensive benefits package. Following the successful completion of the probation period a hybrid working arrangement can be offered. Full study support is also provided and the ideal candidate will demonstrate a clear commitment to ongoing professional development and progression through further qualifications. Key Responsibilities Preparing high-quality compliant financial planning reports across a wide range of advice areas. Conducting detailed research and analysis to support client recommendations. Working closely with Financial Planners to ensure advice strategies are robust accurate and tailored to individual client needs. Managing and prioritising workload to meet agreed timescales and service levels. Ensuring all work is completed in line with internal processes and regulatory requirements. Maintaining a strong understanding of current legislation tax rules and best practice within financial planning. Communicating effectively with colleagues providers and clients where needed to gather information and progress cases. Entry Requirements & Essential Skills Previous Paraplanning experience within a financial planning or wealth management environment. Level 4 Diploma in Financial Planning (or equivalent) is essential.Strong technical knowledge across investments pensions protection estate planning and related advice areas. A clear understanding of the full end-to-end financial planning process. Ability to interpret and simplify complex information for reports and client documentation. Capable of working without close supervision and confident in making progress on agreed outcomes. Excellent organisational skills with the ability to multi-task work under pressure and meet deadlines. High level of accuracy and exceptional attention to detail. Strong written and verbal communication skills. Competent IT skills including proficiency in Microsoft Office. Experience using financial services research tools such as FE Analytics. Ability to work both independently and collaboratively as part of a wider team. Employment Type : Full Time Experience: years Vacancy: 1

  • Paraplanner

    7 days ago

    Poole, United Kingdom Appointed ltd Full time

    **Financial planning firm located in Poole advising the South for over 30 years are recruiting for a Paraplanner to join their busy team. As the paraplanner you will be supporting the director with suitability report writing, and research for pensions,investments, IHT, retirement planning, mortgages and protection.** This is predominantly a office based...

  • Paraplanner

    1 week ago

    Poole, United Kingdom RGH-Global Limited Full time

    Paraplanner  Salary - £35,000-£55,000 Location: Near Poole Overview Due to continued and sustained growth, a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career...

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    5 days ago

    Poole, United Kingdom RGH-Global Limited Full time

    Paraplanner Salary - £35,000-£55,000Location: Near Poole OverviewDue to continued and sustained growth, a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a...

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    3 days ago

    Poole, United Kingdom Appointed ltd Full time

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  • Paraplanner

    1 day ago

    Poole, United Kingdom RGH-Global Limited Full time

    OverviewDue to continued and sustained growth a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment.The successful...

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    2 weeks ago

    Poole, United Kingdom Cranleigh Personnel Full time

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    5 days ago

    Poole, United Kingdom RGH-Global Limited Full time

    A financial planning practice near Poole is seeking an experienced Paraplanner to support high-net-worth clients. This role offers a competitive salary and a comprehensive benefits package, including a hybrid working arrangement after the probation period. The ideal candidate will possess a Level 4 Diploma in Financial Planning and have strong technical...

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    1 day ago

    Poole, United Kingdom RGH-Global Limited Full time

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    Poole, United Kingdom Cranleigh Personnel Full time

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