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.