Paraplanner

2 days ago


Leamington Spa, Warwickshire, United Kingdom RGH-Global Limited Full time


Job Description:

Paraplanner

Leamington Spa, Warwickshire

£30,000 - £40,000 (depending on experience and qualifications)

Permanent | Full-time

Our client is looking for an experienced Paraplanner to join a growing financial planning team in Leamington Spa. This role involves preparing detailed financial reports, carrying out technical research, and ensuring advice is compliant, client-focused, and practical. Its well suited to someone with a strong technical background who enjoys working closely with advisers in a supportive team environment.

Key Responsibilities:

  • Work alongside Financial Advisers to design tailored financial plans based on client objectives

  • Prepare clear, compliant, and well-structured suitability reports

  • Carry out detailed product and provider research across pensions, investments, protection, and tax planning

  • Liaise with clients and providers to obtain necessary information and documentation

  • Keep up to date with regulatory and industry developments, ensuring advice remains compliant

  • Support the use of cash flow modelling and financial planning tools

  • Attend client meetings with Financial Advisers where appropriate

Essential Requirements:

  • Previous paraplanning experience

  • Strong knowledge of pensions, investments, and protection products

  • Excellent communication skills, both written and verbal

  • High attention to detail with strong analytical abilities

  • Proficient with back-office systems and financial planning software

Whats on Offer:

  • Study support for further professional development (e.g., Chartered status)

  • Additional Christmas closure period

  • Comprehensive benefits and wellbeing package

  • Supportive team culture with regular social and charity events



£ 30, ,000.00
British Pound Sterling)


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