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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.
