Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 2 days ago

Paraplanner

RGH-Global Limited607 open roles

Where
Liverpool, United Kingdom
Get the CV for this job

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

Your applicationOpen nowParaplannerRGH-Global Limited · Liverpool, 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.

11.8% 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. 4.4%3 days
  3. 11.8%7 days
  4. 18.6%14 days
  5. 35.6%30 days
  6. 45.1%60 days
This job: first seen 2 days ago

The posting

Paraplanner

Location: Liverpool | Employment Type: Full-time, Permanent

Salary: £35,000-£50,000 DOE

About the Firm

Our client is a reputable, independently owned financial advisory firm with a strong track record of delivering tailored, high-quality advice to private clients. The firm specialises in pensions, investment planning, and inheritance tax strategy, helping individuals make well-informed decisions that support their long-term financial goals. Operating to the highest regulatory and professional standards, the team is genuinely committed to achieving positive outcomes for every client in line with FCA Consumer Duty principles.

Role Overview

A skilled and experienced Paraplanner is sought to join this growing advisory team based in Liverpool. Working in close partnership with the firm's financial advisers, you will take ownership of the research, analysis, and preparation of comprehensive suitability reports and financial planning recommendations. The role carries a particular emphasis on pensions, investment advice, and inheritance tax planning, and will suit a technically strong paraplanner who takes pride in the quality and accuracy of their work.

Key Responsibilities

  • Suitability Report Writing: Produce detailed, accurate, and well-reasoned suitability reports and financial planning recommendations in support of adviser-client meetings, with a particular focus on pensions, investments, and inheritance tax planning.
  • Research & Analysis: Carry out thorough research to underpin advice recommendations, ensuring full compliance with relevant regulations, industry standards, and best practice guidance.
  • Consumer Duty Compliance: Ensure all reports and recommendations reflect the FCA's Consumer Duty principles, placing clients' best interests at the centre of the advice process and maintaining transparency and fairness throughout.
  • Adviser Liaison: Maintain close and effective communication with financial advisers to develop a thorough understanding of client objectives and ensure reports are delivered accurately and on time.
  • Client File Management: Keep client files accurate, complete, and up to date, applying a consistent high standard of attention to detail across all records.
  • Regulatory Adherence: Ensure all work is carried out in accordance with FCA regulations, internal compliance procedures, and company policy.
  • Team Collaboration: Contribute positively to the wider team, supporting advisers and colleagues as required to facilitate smooth and efficient client service delivery.

Key Requirements

Experience & Qualifications

  • A minimum of three years' paraplanning experience within a UK IFA environment.
  • Demonstrable experience across a broad range of products and wrappers, including protection, pensions, bonds, and trusts.
  • Experience with complex IHT planning solutions, including AIM-listed investments and Business Relief (BR) products, is highly desirable.
  • The Level 4 Diploma in Regulated Financial Planning (or an equivalent qualification) is required. Candidates who are close to completion and can demonstrate the relevant technical experience will be considered.
  • A sound working knowledge of FCA regulations, including the Consumer Duty framework.

Skills & Abilities

  • Exceptional attention to detail and a commitment to producing error-free, regulation-compliant reports and recommendations.
  • Strong technical knowledge across pensions, investment planning, and inheritance tax.
  • Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly and concisely.
  • Strong organisational and time management skills, with experience managing multiple cases and deadlines simultaneously.
  • Proficient in financial planning software and the Microsoft Office Suite.

Personal Attributes

  • A proactive and self-motivated individual who works with a high degree of professionalism and integrity.
  • Equally comfortable working autonomously and as part of a collaborative team.
  • A client-focused mindset, with a genuine commitment to delivering high-quality outcomes.
  • Capable of sustaining accuracy and attention to detail in a busy, deadline-driven environment.
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.

Get the CV for this 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.