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Open nowFirst seen 3 days ago

Paraplanner

RGH-Global Limited607 open roles

Where
Hertford, United Kingdom
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Your applicationOpen nowParaplannerRGH-Global Limited · Hertford, 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

Job Title: Paraplanner

Location: Hertfordshire (Hybrid Working Available)

Employment Type: Full-time

Job Description:

A well-established and professional financial planning firm in Hertfordshire is seeking a dedicated and detail-oriented Paraplanner to join their growing team. This is a hybrid role offering a balance of office-based and remote work. The successful candidate will work closely with experienced financial advisers to prepare tailored financial plans and reports for clients.

Key Responsibilities:

  • Conduct in-depth research on financial products and market options
  • Draft clear, compliant, and well-structured financial reports and recommendations
  • Maintain and update detailed client files and records
  • Support advisers in preparing for client meetings and follow-up documentation
  • Perform financial analysis to support the development of strategic advice
  • Ensure all client advice and documentation complies with FCA regulations and internal policies
  • Liaise with providers and other third parties as needed

Qualifications & Skills:

  • Strong knowledge of financial planning, investments, and financial products
  • Experience in Pensions, Investments and IHT planning
  • Excellent analytical and numerical skills
  • High proficiency in report writing and document presentation
  • Exceptional attention to detail and organisational skills
  • Strong verbal and written communication skills
  • Ability to work both independently and as part of a team
  • Previous experience in a paraplanning role or relevant financial qualifications (e.g., CII Diploma in Financial Planning or working towards it) is advantageous

Benefits:

  • Hybrid working model
  • Opportunity to work alongside highly experienced advisers
  • Supportive and collaborative work environment
  • Career progression and continued professional development
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