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Paraplanner: Complex Planning & Chartered Pathway

Job in Ascot, Berkshire, SL5, England, UK
Listing for: RGH-Global Ltd
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst, Financial Reporting, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 35000 - 45000 GBP Yearly GBP 35000.00 45000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm located in Ascot, England, is seeking a Paraplanner to enhance its paraplanning function. The role involves formulating advice through rigorous research, producing client-focused reports, and ensuring compliance with FCA regulations. Ideal candidates will possess a Diploma in Regulated Financial Planning and relevant experience within a financial advice environment. You will work closely with advisers and contribute to the quality and efficiency of client service.

This position offers a competitive salary of £35,000-£45,000.
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