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Open nowFirst seen 2 days ago

Paraplanner

RGH-Global Limited607 open roles

Pay
£50,000 a year
Where
Liverpool, United Kingdom
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Your applicationOpen nowParaplannerRGH-Global Limited · Liverpool, United Kingdom

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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 2 days ago

The posting

Paraplanner

Growing Independent Financial Planning Firm

Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits

The Opportunity

A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, forward-thinking business that delivers high-quality, holistic advice to clients across the UK.

You'll play a key role in supporting advisers, producing detailed research, and preparing well-constructed advice reports that make a real difference to client outcomes.

What You'll Be Doing

  • Preparing high-quality suitability reports and technical research
  • Analysing client information and existing financial arrangements
  • Supporting advisers across a wide range of advice areas including pensions, investments, protection, and tax planning
  • Getting involved in more complex planning such as trusts, estate planning, and IHT mitigation
  • Preparing cashflow models and scenario planning
  • Ensuring all advice is compliant, detailed, and clearly communicated
  • Working closely with colleagues to deliver an excellent client experience

This is a varied, hands-on role with exposure to both straightforward and complex cases.

Skills

Essential:

  • 3+ years experience in a paraplanning role
  • Strong technical knowledge of pensions, investments, protection, tax planning, and trust structures
  • Confident writing detailed, accurate, and compliant financial planning reports
  • Able to manage a busy workload and meet deadlines
  • Excellent written and verbal communication skills
  • High level of accuracy and attention to detail

Desirable:

  • Level 4 Diploma (or close to achieving it)
  • Experience with estate planning, IHT strategies, and business protection
  • A proactive, team-focused attitude and willingness to support continuous improvement
  • Familiarity with cashflow modelling tools and research systems

Whats On Offer

  • Salary up to £50,000 (depending on experience), plus discretionary performance-related bonus
  • 25 days holiday + bank holidays + birthday off
  • Paid Christmas shutdown
  • Employer pension contribution
  • Death in Service
  • Private Medical Insurance
  • Health Cash Plan (dental, optical & more)
  • Employee discounts and wellbeing programme
  • Financial support and study leave for qualifications
  • Referral bonus scheme
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