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 firm’s offices in Harrow, Guildford or Rickmansworth. 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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Salary description
£40000.00 - £50000.00 per year