Are you a skilled Financial Planner who is seeking a role away from targets and KPIs?
Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients?
We are looking for a Technial Adviser and Senior Paraplanner to join out clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas.
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.
If you thrive in a highly technical environment and want your expertise to have real influence this role offers the perfect opportunity.
WHY THIS ROLE IS DIFFERENT:
This gives you the opportunity to work both financial advice and Paraplanning
YOU WILL HAVE HE OPPORTUNITY TO:
Work on complex and intellectually stimulating financial planning cases
Play a strategic technical partner role to advisers
Provide regulated advice on specialist cases
Mentor and develop the next generation of paraplanners and advisers
Influence technical standards and planning strategy across the business
Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.
WHAT WILL YOU BE DOING:
Complex Financial Planning & Research
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
You’ll be responsible for transforming 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
You will also have the opportunity 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
Support the development of colleagues by:
Coaching paraplanners and advisers on complex planning areas
Providing technical guidance on trusts and estate planning
Helping raise the overall technical capability across the business
Continuous Improvement
Identify opportunities to improve paraplanning processes, efficiency and technical standards.
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 work clients and professional work 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:
Experience using financial planning tools such as:
* Intelligent Office
* Iress
* CashCalc
* Microsoft Office
Why Join?
You’ll be joining a market leading financial wellbeing and retirement specialist that works with major organistions to help employees improve their financial future.
Our client is passionate about providing clear, accessible financial guidance and advice,supporting individuals with financial education, retirement planning and investment advice.
By joining you’ll benefit from:
* 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 and you'll be working for a recognised Sunday Times "best places to work"
The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response