Paraplanner Work, Jobs in Wishing Tree, Esx (with Salaries)

Paraplanner
RGH‑Global Limited —Battle
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
3d
Paraplanner
Burfields House Wealth Management —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Paraplanner
GF HR Consulting —Tenterden
- Full-time
- Salesforce
- IT
- Communication skills
- Annual leave
Quick apply
Financial Adviser Administrator
Burfields House Wealth Management —Goudhurst
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
Ongoing Advice Specialist
Eight Financial Advice —Speldhurst
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
17h

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Paraplanner
RGH‑Global Limited —Battle
Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant…
£35,000 - £45,000 a year
3d
Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as…
£25,500 - £28,000 a year
Quick apply
13d

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Paraplanner

RGH‑Global Limited
Battle

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Job details

Permanent | Full-time
£35,000 - £45,000 a year
3 days ago

Qualifications

Financial planning
Pension
Analysis skills
Communication skills

Full job description

Location: Battle, East Sussex
Salary: £35,000-£45,000

Business Overview

As part of its continued expansion, the business is strengthening its paraplanning function. This role offers the opportunity to join during a high-growth phase, working closely with an experienced senior leadership team to help shape and deliver a best-in-class paraplanning proposition.

You will gain exposure to complex planning cases, contribute to scalable processes and benefit from structured professional development support, including progression towards advanced qualifications such as Chartered status.

Role Purpose

The Paraplanner will play a key role in supporting advisers and maintaining high standards of advice delivery across the business.

Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant and client-focused reports while contributing to the continuous improvement of systems and processes.

The role involves managing complex cases, ensuring technical accuracy and consistency, and supporting the integration of robust advice standards across a growing organisation. Your contribution will directly influence advice quality and overall client experience.

Key Responsibilities

Formulating advice through detailed research and technical analysis
Producing compliant, well-structured suitability reports and letters across:
- Investments
- Pensions
- Inheritance tax planning
- Tax-efficient investments
- Trust planning
- Protection solutions
Preparing cashflow modelling and planning forecasts
Providing technical research and support to advisers and senior management
Contributing to and enhancing paraplanning processes and procedures
Supporting change initiatives and embedding best practice
Working collaboratively with administration and advice teams to ensure positive client outcomes
Liaising with compliance to maintain and improve file quality in line with FCA requirements
Assisting senior leadership and department heads as required
Keeping up to date with legislative and regulatory developments impacting clients and the business

Skills & Experience

Diploma in Regulated Financial Planning (or equivalent), or near completion
Previous paraplanning experience
Experience within a financial advice or wealth management environment
Strong technical knowledge of pensions, investments, taxation and protection
Proven ability to produce accurate, compliant and client-focused suitability reports
Excellent understanding of FCA regulations and advice standards
High attention to detail and strong commitment to technical accuracy
Strong analytical and problem-solving capability, particularly for complex planning scenarios
Effective written and verbal communication skills
Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Apply Now

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