RGH-Global
Paraplanner
Paraplanner at RGH-Global, based in Trafford Park, North West England, paying £30,000 - £40,000 per annum. This is a permanent role.
- Pay
- £30,000 - £40,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Trafford Park, North West England
- Closing date
- Sector
- Finance & Accounting
38% below the typical rate for finance & accounting
Reference 57534273
About the role
Paraplanner
Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in the Borough of Trafford.
Key Responsibilities:
- Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
- Check and confirm fact-find information with Financial Planners
- Review ceding scheme details and liaise with providers to obtain any missing information
- Ensure recommendations are suitable and compliant with regulatory requirements
- Draft and adapt high-quality suitability reports based on discussions with Financial Planners
- Conduct research and analysis to identify appropriate financial solutions
- Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
- Maintain accurate and compliant client records using back-office systems
- Identify and raise any discrepancies on client files with the Financial Planner
Candidate Profile:
- Diploma in Regulated Financial Planning (desired)
- Minimum of 2 years experience as a Paraplanner
- Strong understanding of the financial planning process
- Solid experience in pensions, investments (including ISAs and bonds), IHT and trust cases; protection knowledge preferable
- Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant
Reference: 57534273 · Posted 4 days ago · Closes 17 Dec 2026 · Listed via RGH-Global
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