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    • Produce cashflow modelling and financial calculations.
    • Proven paraplanning experience within financial planning/wealth management.
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Job Post Details

Senior Paraplanner - job post

RGH‑Global Limited
Glasgow•Hybrid work
£45,000 - £60,000 a year - Permanent, Full-time
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Job details

Pay

  • £45,000 - £60,000 a year

Job type

  • Permanent
  • Full-time

Location

Glasgow•Hybrid work

Full job description

Senior Paraplanner

Location: Glasgow (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

  • Conduct research across pensions, investments, protection, and tax planning
  • Prepare suitability reports and client documentation to a high standard
  • Produce cashflow modelling and financial calculations
  • Support Financial Planners in developing suitable client recommendations
  • Ensure all work is compliant, clear, and client-focused
  • Identify additional planning opportunities where appropriate

Team & Development

  • Provide guidance and support to junior team members
  • Share knowledge and contribute to a collaborative team environment
  • Maintain and develop technical knowledge through ongoing learning
  • Support improvements to processes and report templates

Skills & Experience

  • Proven paraplanning experience within financial planning/wealth management
  • Strong knowledge of financial planning products and advice areas
  • Level 4 Diploma (or equivalent) required
  • Progression towards Chartered status desirable
  • Strong attention to detail, organisation, and communication skills
  • Experience with cashflow modelling and back-office systems preferred

Additional Information

  • No direct line management, but mentoring of junior staff expected
  • Opportunity to work on complex cases and develop technical expertise
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