Our client, a well-established Investment Management firm, is seeking an experienced Paraplanner to join their growing team. You will be responsible for preparing detailed financial planning recommendations and supporting ongoing client relationships within a collaborative and professional environment. The role also offers strong support for continued development and professional qualifications.
* Minimum 3 years’ paraplanning experience
* CII Diploma in Financial Planning (or equivalent)
* Strong technical knowledge of UK taxation, including Capital Gains Tax, Inheritance Tax and Income Tax
* In‑depth understanding of pensions and estate planning
* Experience using standardised tools, templates, and research frameworks
* Proven ability to manage workload independently and deliver high‑quality outputs consistently
Core Responsibilities:
* Prepare high‑quality, client‑focused financial planning reports and recommendations
* Produce cashflow models to support long‑term client objectives
* Conduct technical research to support advice and client reviews
* Support client meetings, including preparation of documentation and meeting notes
* Assist with ongoing client servicing, including annual reviews
* Manage your own workflow, ensuring deadlines and quality standards are met
* Work closely with Financial Planners and colleagues to support team objectives
* Identify and suggest improvements to processes, tools, and templates
* Maintain strong internal relationships and contribute to a collaborative team environment
* Keep up to date with financial planning regulations and industry developments
* A highly competitive salary
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
#J-18808-Ljbffr