Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes.

You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors. The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations.

The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm.

Key responsibilities include

Preparing clear and compliant reports for a variety of advice areas, including higher level planning

Handling more technical cases, particularly within inheritance tax mitigation and business relief

Working collaboratively with Advisors to ensure smooth client journeys

Contributing to a consistent and efficient workflow through a pooled support system

Paraplanner Requirements

You need to have Minimum 3 years of paraplanning experience

You should have strong technical knowledge, particularly around IHT and BPR cases

You should have Ability to work independently and hit the ground running essential

Ideally you should have experience supporting multiple Advisers

The Company

This is a well established and expanding financial planning business that provides holistic advice across a broad client base. With steady organic growth complemented by recent acquisitions, the firm is entering an exciting phase and investing in strengthening its paraplanning capability.

Paraplanner Benefits

Salary circa £40,000 to £50,000

Hybrid working considered, with office bases available across multiple locations

Standard pension

20 days holiday rising to 25 with length of service (plus bank holidays)

Location

Candidates should be within a reasonable commute of the firms offices in Harrow, Guildford orRickmansworth. Hybrid options may be available for experienced individuals.

If this sounds like the right next step for you, we encourage you to apply today.

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