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Open nowFirst seen 4 days ago

Senior Paraplanner

RGH-Global Limited607 open roles

Pay
£50,000 a year
Where
Cambridge, United Kingdom
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Your applicationOpen nowSenior ParaplannerRGH-Global Limited · Cambridge, United Kingdom

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The clock on this job

Early applications get read.

12.3% 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. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

Job Title: Senior Paraplanner

Location: Cambridge office (hybrid working available)

Salary: £50,000 £60,000

Role Overview

The Senior Paraplanner plays a key role in supporting Financial Planners by delivering detailed technical research, analysis, and documentation across a broad range of financial planning areas. This includes pensions, protection planning, tax considerations, and investment strategies. The role involves handling more complex client scenarios and contributing to high-quality advice that delivers strong, client-centric outcomes.

A core part of this position is producing well-structured, personalised suitability reports and ensuring all work aligns with regulatory expectations and internal frameworks. The Senior Paraplanner is expected to maintain a high level of technical expertise, stay informed about market and regulatory developments, and take a proactive approach to continuous improvement.

This role also includes supporting junior paraplanners through mentoring, training, and involvement in process enhancements across the department.

Key Responsibilities

  • Conduct thorough research based on client circumstances, existing arrangements, and information gathered by Financial Planners to support the development of suitable financial recommendations.
  • Perform detailed calculations and create cash-flow models where needed.
  • Prepare clear, tailored suitability reports and letters that reflect each clients objectives, risk profile, and any vulnerabilities.
  • Ensure all communications are compliant, accurate, and easy to understand.
  • Produce technical documentation and research materials for client meetings and presentations.
  • Identify future planning opportunities when reviewing client cases and highlight them to the Financial Planner.
  • Act as a point of reference for complex paraplanning queries, escalating matters when appropriate.
  • Provide structured guidance and training to new paraplanners.
  • Share knowledge, encourage collaboration, and support high standards across the team.

Competencies

  • Strong background in delivering high-quality paraplanning support.
  • Broad experience across pensions, investments, and protection planning, including complex cases.
  • A-Level/Higher (or equivalent) education.
  • Level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Progression toward Advanced Diploma/Chartered status (desirable).

Core Skills

  • Excellent communication and client-service skills.
  • Strong technical financial planning knowledge.
  • High attention to detail and numerical accuracy.
  • Effective organisational and prioritisation skills.
  • Strong collaboration skills and ability to act as a role model.
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