Senior Paraplanner — Complex Case Specialist; Hybrid
Job in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-10-07
Listing for:
RGH-Global Ltd
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Senior Financial Analyst
Job Description & How to Apply Below
A financial services firm is seeking a Senior Paraplanner to support Financial Planners in delivering high-quality advice. This hybrid role involves conducting research across various financial areas, preparing reports, and producing cashflow models. Ideal candidates will have paraplanning experience, strong knowledge of financial products, and a Level 4 Diploma. The position offers opportunities to mentor junior staff and work on complex cases, contributing to a collaborative team environment.
We would love to welcome a new Senior Paraplanner — Complex Case Specialist (Hybrid) to our group in Worcester, MA, United States. We are currently recruiting a Senior Paraplanner — Complex Case Specialist (Hybrid) for our team in Worcester, MA, United States. This is an excellent position to take on the Senior Paraplanner — Complex Case Specialist (Hybrid) role at RGH-Global Ltd.
Position Requirements
10+ Years
work experience
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