Paraplanner

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