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Open nowFirst seen 3 days ago

Paraplanner

RGH-Global Limited607 open roles

Where
Leamington Spa, United Kingdom
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Your applicationOpen nowParaplannerRGH-Global Limited · Leamington Spa, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 3 days ago

The posting

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
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