Paraplanner

Job Description: Senior Paraplanner

Location: Stevenage

Salary: Up to £50,000 (depending on experience)

About the business: A small, friendly team based in Stevenage, looking for a dedicated and experienced Senior Paraplanner to join their expanding business. They pride themselves on attention to detail, excellent report writing skills, and a sound understanding of investments, pensions, trusts, tax planning, and inheritance tax planning.

Key Responsibilities:

• Serve as the main point of contact for a small group of high-net-worth (HNW) clients.
• Occasionally attend client meetings.
• Train and develop junior staff members.
• Solve problems and improve procedures.
• Perform tax calculations and report writing.
• Maintain compliant record-keeping.
• Peer-check reports from other team members.
• Liaise with advisers to create holistic recommendations for HNW clients.

Requirements:

• Level 4 paraplanner qualification ideally (CII Diploma).
• At least 4 years of experience in a paraplanning role.
• Excellent attention to detail and report writing skills.
• Strong understanding of investments, pensions, trusts, tax planning, and inheritance tax planning.
• Good working knowledge of the IO back-office system.
• A can-do attitude and dedication to the role.

What We Offer:

• A supportive and tight-knit team environment.
• Opportunities for career development within an expanding business.
• A competitive remuneration package of up to £50,000, depending on experience.

If you are a qualified paraplanner looking for your next exciting challenge, we would love to hear from you! Apply now to join the team and make a difference in the lives of clients.