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Job Description

Are you a skilled Financial Planner who is seeking a role away from targets and KPIs?\n\nDo you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients?\n\nWe 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.\n\nYou 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.\n\nIf you thrive in a highly technical environment and want your expertise to have real influence this role offers the perfect opportunity.\n\nWHY THIS ROLE IS DIFFERENT:\n\nThis gives you the opportunity to work both financial advice and Paraplanning\n\nYOU WILL HAVE HE OPPORTUNITY TO:\n\nWork on complex and intellectually stimulating financial planning cases\n\nPlay a strategic technical partner role to advisers\n\nProvide regulated advice on specialist cases\n\nMentor and develop the next of paraplanners and advisers\n\nInfluence technical standards and planning strategy across the business\n\nYour work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.\n\nWHAT WILL YOU BE DOING:\n\nComplex Financial Planning & Research\n\nLead in-depth technical analysis and research across areas such as:\n\nInheritance Tax mitigation strategies\n\nTrust structures and estate planning\n\nOffshore investment bonds\n\nSegmentation, assignments and withdrawals\n\nTop-slicing relief and time apportionment rules\n\nYou’ll be responsible for transforming complex technical structures into clear, effective planning strategies.\n\nTechnical Advice & Suitability Reports:\n\nPrepare high-quality suitability reports for complex planning cases including:\n\nPension crystallisation strategies\n\nEstate and IHT planning\n\nTrust and investment bond planning\n\nYou will also have the opportunity to step into the adviser role on specialist cases where appropriate.\n\nCashflow Modelling\n\nUse advanced modelling tools to demonstrate long-term planning strategies and client outcomes, helping clients clearly visualise their financial future.\n\nTechnical Leadership & Compliance\n\nProvide technical sign-off and quality assurance on complex advice cases\n\nEnsure all recommendations meet regulatory standards and Consumer Duty expectations\n\nAct as a trusted technical authority within the advisory team\n\nMentoring & Development\n\nSupport the development of colleagues by:\n\nCoaching paraplanners and advisers on complex planning areas\n\nProviding technical guidance on trusts and estate planning\n\nHelping raise the overall technical capability across the business\n\nContinuous Improvement\n\nIdentify opportunities to improve paraplanning processes, efficiency and technical standards.\n\nAbout You\n\nYou are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners.\n\nYou’ll bring:\n\nSignificant experience as a Financial Planner or Technical Specialist\n\nStrong expertise in Inheritance Tax planning, trusts, and estate structures\n\nConfidence working with high net worth clients and professional work clients and professional work clients and professional intermediaries.\n\nThe ability to translate complex technical planning into clear, client-focused recommendations\n\nExcellent written and verbal communication skills\n\nA proactive and solutions-focused mindset\n\nQualifications:\n\nEssential:\n\nLevel 4 Diploma in Regulated Financial Planning\n\nValid Statement of Professional Standing (SPS), or ability to obtain quickly\n\nHighly Desirable:\n\nAF1 Tax & Trusts\n\nSTEP Certificate or Diploma\n\nSystems Experience:\n\nExperience using financial planning tools such as:\n\n * Intelligent Office\n\n * Iress\n\n * CashCalc\n\n * Microsoft Office\n\nWhy Join?\n\nYou’ll be joining a market leading financial wellbeing and retirement specialist that works with major organistions to help employees improve their financial future.\n\nOur client is passionate about providing clear, accessible financial guidance and advice,supporting individuals with financial education, retirement planning and investment advice.\n\nBy joining you’ll benefit from:\n\n * Exposure to complex and intellectually rewarding financial planning work\n\n * The opportunity to influence technical standards and advice delivery\n\n * A collaborative environment with highly experienced financial planning professionals\n\n * The chance to develop further as a trusted technical authority\n\nAn excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work"\n\nThe business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response

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