Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth advisory client. The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers. This is a hybrid technical/advice role, combining advanced paraplanning capability with the ability to deliver regulated advice on complex Inheritance Tax (IHT), trust and investment bond-based planning, where appropriate. The individual will support Strategic Planners across the Company while also stepping into an adviser capacity for Strategic Planners yet to gain CAS status for such advice. The individual will work closely with Strategic Planners, Compliance and other business areas to design, support and, where required, deliver tailored, compliant, client-centric advice. Core Responsibilities: Complex Technical Research: Conduct in-depth research into IHT mitigation strategies, trust planning, investment bonds (primarily offshore), segmentation, assignment, topslicing, and time apportionment rules. Suitability Report Generation: Draft high-quality, detailed suitability reports for complex scenarios (e.g., pension crystallisation, Estate and IHT planning including the use of investment bonds and trusts) including where you act as the adviser. Cashflow Modelling: Utilize cash...