Paraplanner Work, Jobs in Saint Osyth, Ess (with Salaries)

Paraplanner
RGH‑Global Limited —Colchester
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Financial Services Administrator (Technical)
TFP Financial Planning Ltd —Maldon
- £28,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Profit sharing
Quick apply

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Financial Services Administrator (Technical)
TFP Financial Planning Ltd —Maldon
Financial services: 2 years (required). We are looking for a financial administrator (well sort of, we call them client Experience Managers).
£28,000 - £50,000 a year
Quick apply
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and…

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Paraplanner

RGH‑Global Limited
Colchester

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Job details

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

Qualifications

Financial Conduct Authority guidelines
Financial planning
Pension
Report generation
Suitability report preparation
Financial report writing
Process improvement
Internal department liaison
Technical support
Analysis skills
Forecasting
Technical writing
Communication skills

Full job description

Paraplanner

Location: Colchester, Essex
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

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