Paraplanner

Job Title: Paraplanner
Location: Leamington Spa, UK
Salary: £35,000 - £45,000 (Flexible & dependent on experience)

Working Arrangements:

• Hybrid working model: 6 months full-time in the office, followed by 3 days in the office and 2 days at home (in line with probation).
• Monday-Friday 9-5

Benefits:

• 25 days holiday plus bank holidays, increasing with length of service (up to 29 days).
• Auto-enrolment pension scheme.
• Employee discount codes.
• Onsite parking

About Us: This is a well-established financial planning firm with a team of dedicated paraplanners, experienced advisers, and efficient administrators. They specialise in tax and trusts, with a focus on Inheritance Tax (IHT) and Capital Gains Tax (CGT). Their unique approach to Independent Financial Advice (IFA) sets them apart, making them leaders in the industry.

Position Overview: We are currently seeking a career-focused Paraplanner to join their dynamic team. The ideal candidate will be Diploma qualified and eager to work towards chartered status. We are open to considering applicants who have lots of Paraplanning experience but not currently qualified, as long as there is strong evidence of technical competency.

Key Responsibilities:

• Specialise in tax and trusts, with a focus on IHT and CGT.
• Work closely with our niche team of IFAs, contributing to a collaborative and innovative environment.
• Strong focus on pensions within the financial planning process.
• Allocation of cases based on workload and specialisms, collaborating across advisers.

Qualifications and Experience:

• Diploma qualified, with a desire to work towards chartered status
• Knowledge or experience in tax and trusts, with expertise in IHT and CGT.
• Strong understanding of pensions within the financial planning context.

How to Apply:

If you are an experienced and motivated Paraplanner looking for a new challenge, please apply now!

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support