Senior paraplanner Work, Jobs in Overseal, Dby (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
10d
Senior Paraplanner
Cooper Parry —Derby
- Full-time
- Tax experience
7d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
10d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
6d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Head of Paraplanning
Cooper Parry —Derby
- Full-time
- Leadership
- Communication skills
Financial Planning Administrator / Junior Paraplanner
Red IFA (Nottingham) Limited —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Financial Planning Administrator / Junior Paraplanner
Red IFA Nottingham Ltd —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d

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senior paraplanner jobs near overseal, dby

Senior Paraplanner

RGH‑Global Limited
Coventry

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Job details

Permanent | Part-time | Full-time
£40,000 - £45,000 a year
10 days ago

Benefits

Company pension
Employee assistance programme

Qualifications

Financial planning
Mentoring
Communication skills

Full job description

Senior Paraplanner

An excellent opportunity for an experienced Senior Paraplanner to join a growing and forward-thinking financial planning firm that prides itself on delivering comprehensive, client-focused financial advice.

You will join a collaborative team of Paraplanners who work closely with Financial Advisers to provide holistic financial planning and cashflow modelling services. This role is ideal for someone who enjoys combining technical expertise with strong communication and mentoring skills.

Key Responsibilities

Prepare accurate, timely, and compliant suitability reports and recommendation documents.
Conduct detailed research and analysis to support the delivery of tailored financial advice.
Perform complex financial calculations, including CGT and annual allowance assessments.
Ensure all advice and documentation meet regulatory and compliance standards.
Collaborate with Advisers to gather necessary information for advice preparation.
Provide clear and structured instructions to Administrators to ensure smooth case progression.
Utilise technology and financial planning tools to deliver accurate and efficient solutions.
Communicate effectively with clients and colleagues to maintain a high standard of service.

As a Senior Paraplanner, you will also:

Support workflow management to ensure the team meets deadlines and quality standards.
Review and refine processes, templates, and reports to ensure consistency and efficiency.
Help identify training needs within the team and assist with mentoring and knowledge sharing.

Requirements

Strong experience in a Paraplanning role within a financial planning or wealth management environment.
Excellent technical knowledge of financial planning, including experience with complex and bespoke cases.
Confident in conducting research, analysis, and financial calculations.
High attention to detail, strong written communication skills, and a proactive attitude.
A collaborative mindset with a willingness to support and develop others.

Benefits

4x life assurance
Critical illness cover (2x)
Employee Assistance Programme
Health Cash Plan
5% employer pension contribution
Discretionary annual bonus
22 days holiday plus bank holidays (option to purchase an additional 5 days)
Hybrid working
Open to full-time or part-time working arrangements

Apply Now

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