Senior Paraplanner

An exciting opportunity has arisen for an experienced Senior Paraplanner to join an independent financial planning business going through an exciting period of growth .

The business is independently owned, with no plans for acquisition , and is focused on building its team and continuing to grow organically.

This is a fantastic opportunity for an experienced Paraplanner who wants to develop their career within technical paraplanning , rather than using the role as a stepping stone into advice.

The role You will work closely with Advisers and Directors, providing high-quality technical support across a range of complex financial planning cases, including pensions, investments, trusts and IHT planning .

Key responsibilities will include:

• Preparing accurate and compliant suitability reports.

• Undertaking technical research and analysis.

• Supporting complex trust, estate planning and IHT cases.

• Preparing cash flow modelling and illustrations.

• Managing workflows and competing priorities across multiple Advisers.

• Liaising with clients and external professionals where required.

• Keeping up to date with relevant tax, trust and pensions legislation.

• Providing technical support and insight to the wider advice team.

About you

• Diploma-level qualification in Financial Planning essential .

• Ideally 3+ years' paraplanning experience within a regulated financial planning or wealth management business.

• Strong technical knowledge across pensions, investments, trusts and IHT.

• Experience with cash flow modelling.

• Excellent report writing and attention to detail.

• Strong organisational and communication skills.

• A genuine interest in building a long-term career within paraplanning .

This is an opportunity to join a growing, independent business at a genuinely exciting stage of its development , where you can play an important role in its continued growth and work on increasingly complex client cases.

If you're an experienced Paraplanner looking for a long-term opportunity within an independent business, we'd love to hear from you.