Job Description

Salary £40,000-£50,000 DOE (Bonus available). Location - Near Brighton, Hybrid working. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients' long‐term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.

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About the Role

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As a Paraplanner, you will work closely with financial advisers to deliver exceptional advisory support. Your day‐to‐day work will be varied, meaningful, and central to ensuring clients receive high‐quality, well‐researched, and compliant advice.

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Key Responsibilities

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- Conduct in-depth research on products, funds, and financial solutions to support client recommendations (e.g. investments, pensions).
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- Prepare clear, accurate, and technically robust suitability reports and supporting documents.
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- Identify planning opportunities and areas to enhance client outcomes.
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- Complete cash flow forecasts, tax planning, and risk assessments.
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- Assist with compliance checks, pre‐advice reviews, and project‐based work.
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- Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
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- Collaborate with advisers, administrators, and other internal teams to deliver a seamless client experience.
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You will excel in this role if you

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- Enjoy working collaboratively with advisers and colleagues across the business.
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- Can manage multiple tasks and deadlines effectively.
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- Have strong writing skills and can produce clear, well‐structured suitability reports.
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- Are confident communicating with clients where needed.
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- Are organised, proactive, and comfortable taking ownership of your workload.
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Ideal Experience & Qualifications

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- At least 2 years paraplanning experience within a financial planning or wealth management environment.
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- Hold the Level 4 Diploma or equivalent.
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- Solid knowledge of pensions, investments, cash‐flow modelling, protection planning, and inheritance tax considerations.
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- Confident using Microsoft Office and financial planning systems/software.
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📌 Paraplanner (Brighton)
🏢 Rgh-Global
📍 Brighton