Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes.
You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations.
The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm.
Key responsibilities include
Preparing clear and compliant reports for a variety of advice areas, including higher level planning
Handling more technical cases, particularly within inheritance tax mitigation and business relief
Working collaboratively with Advisors to ensure smooth client journeys
Contributing to a consistent and efficient workflow through a pooled support system
Paraplanner Requirements
You need to have Minimum 3 years of paraplanning experience
You should have strong technical knowledge, particularly around IHT and BPR cases
You should have Ability to work independently and hit the ground running essential
Ideally you should have experience supporting multiple Advisers
The Company
This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability.
Paraplanner Benefits
Salary circa £40,000 to £50,000
Hybrid working considered, with office bases available across multiple locations
Standard pension
20 days holiday rising to 25 with length of service (plus bank holidays)
Location
Candidates should be within a reasonable commute of the firms offices in Harrow, Guildford or Rickmansworth. Hybrid options may be available for experienced individuals.
If this sounds like the right next step for you, we encourage you to apply today.
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