Senior Paraplanner: Complex Planning & Tax Strategy, Hybrid

Premier Jobs UK; Gloucester; Hybrid; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Hybrid working

Qualifications support

Office collaboration

Job summary

Premier Jobs UK is seeking an experienced Paraplanner to support advisers on complex client cases. The role emphasises in-depth research, technical planning analysis and producing high quality recommendations.

You will contribute to inheritance tax, trust and estate planning and collaborate with a paraplanner team to deliver standout outcomes for clients. Great development opportunity in a supportive firm.

Qualifications

• Experience working as a Paraplanner within a financial planning firm.
• Strong technical foundation, particularly around complex planning.
• Exposure to inheritance tax and estate planning work.
• Working towards or holding relevant financial planning qualifications.
• Desire to grow, develop and deepen technical expertise.

Responsibilities

• Working directly with advisers on complex client cases.
• Carrying out detailed research and technical planning analysis.
• Producing thoughtful, high quality financial planning recommendations.
• Supporting inheritance tax, trust and estate planning work.
• Being an active contributor within a collaborative paraplanner team.

Skills

Paraplanner

Research

Technical analysis

Education

Financial planning qualifications

Job description

Premier Jobs UK is seeking an experienced Paraplanner to support advisers on complex client cases. The role emphasises in-depth research, technical planning analysis and producing high quality recommendations.

You will contribute to inheritance tax, trust and estate planning and collaborate with a paraplanner team to deliver standout outcomes for clients. Great development opportunity in a supportive firm.