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