Skip to content

Open nowFirst seen 3 days ago

Paraplanner

RGH-Global Limited607 open roles

Pay
£35,000 – £55,000 a year
Where
Poole, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowParaplannerRGH-Global Limited · Poole, 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

3×more interviews than doing it yourself with ChatGPT.

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

Salary - £35,000-£55,000

Location: Near Poole

Overview

Due to continued and sustained growth, a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment.

The successful candidate will work closely with a team of Financial Planners, supporting a portfolio of high-net-worth clients. The role covers a broad range of technical areas including investment planning, retirement planning, estate and trust planning, and equity release. You will be joining a knowledgeable team with access to in-house technical specialists, compliance support, and other experienced paraplanners who are on hand to provide guidance when required.

The organisation offers a competitive basic salary, discretionary bonus scheme, and a comprehensive benefits package. Following the successful completion of the probation period, a hybrid working arrangement can be offered. Full study support is also provided, and the ideal candidate will demonstrate a clear commitment to ongoing professional development and progression through further qualifications.

Key Responsibilities

  • Preparing high-quality, compliant financial planning reports across a wide range of advice areas.
  • Conducting detailed research and analysis to support client recommendations.
  • Working closely with Financial Planners to ensure advice strategies are robust, accurate, and tailored to individual client needs.
  • Managing and prioritising workload to meet agreed timescales and service levels.
  • Ensuring all work is completed in line with internal processes and regulatory requirements.
  • Maintaining a strong understanding of current legislation, tax rules, and best practice within financial planning.
  • Communicating effectively with colleagues, providers and clients where needed to gather information and progress cases.

Entry Requirements & Essential Skills

  • Previous Paraplanning experience within a financial planning or wealth management environment.
  • Level 4 Diploma in Financial Planning (or equivalent) is essential.
  • Strong technical knowledge across investments, pensions, protection, estate planning and related advice areas.
  • A clear understanding of the full end-to-end financial planning process.
  • Ability to interpret and simplify complex information for reports and client documentation.
  • Capable of working without close supervision and confident in making progress on agreed outcomes.
  • Excellent organisational skills with the ability to multi-task, work under pressure, and meet deadlines.
  • High level of accuracy and exceptional attention to detail.
  • Strong written and verbal communication skills.
  • Competent IT skills, including proficiency in Microsoft Office.
  • Experience using financial services research tools such as FE Analytics.
  • Ability to work both independently and collaboratively as part of a wider team.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against RGH-Global Limited's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.
  3. We apply on RGH-Global Limited's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.
  4. Every reply, sorted

    RGH-Global Limited's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.
  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.