What Will You Be Doing
Complex Financial Planning & Research.
You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions.
Lead in-depth technical analysis and research across areas such as Inheritance Tax mitigation strategies, Trust structures and estate planning, Offshore investment bonds, Segmentation, assignments and withdrawals, Top-slicing relief and time apportionment rules.
Transform complex technical structures into clear, effective planning strategies.
Technical Advice & Suitability Reports
Prepare high-quality suitability reports for complex planning cases, including Pension crystallisation strategies, Estate and IHT planning, Trust and investment bond planning.
Opportunities to step into the adviser role on specialist cases where appropriate.
Cashflow Modelling
Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes, helping clients clearly visualise their financial future.
Technical Leadership & Compliance
Provide technical sign-off and quality assurance on complex advice cases.
Ensure all recommendations meet regulatory standards and Consumer Duty expectations.
Act as a trusted technical authority within the advisory team.
Mentoring & Development
Coaching paraplanners and advisers on complex planning areas, providing technical guidance on trusts and estate planning, raising overall technical capability across the business.
About You
You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners.
You’ll Bring
* Significant experience as a Financial Planner or Technical Specialist
* Strong expertise in Inheritance Tax planning, trusts, and estate structures
* Confidence working with high-net-worth clients and professional intermediaries
* The ability to translate complex technical planning into clear, client-focused recommendations
* Excellent written and verbal communication skills
* A proactive and solutions-focused mindset
Qualifications
Essential:
* Level 4 Diploma in Regulated Financial Planning
* Valid Statement of Professional Standing (SPS), or ability to obtain quickly
Highly Desirable:
* AF1 Tax & Trusts
* STEP Certificate or Diploma
Systems Experience
* Intelligent Office
* Iress
* CashCalc
* Microsoft Office
Why Join?
You’ll be working for a market-leading financial wellbeing and retirement specialist that works with major organisations to help employees improve their financial future.
Benefits include:
* Exposure to complex and intellectually rewarding financial planning work
* The opportunity to influence technical standards and advice delivery
* A collaborative environment with highly experienced financial planning professionals
* The chance to develop further as a trusted technical authority
An excellent remuneration and benefits package is offered.
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