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:

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

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

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