Senior Paraplanner - Technical Specialist in Growing Firm

Dynamite Recruitment Solutions Ltd; England; On-site; GBP 32,000 - 46,000; Full time

Job summary

Dynamite Recruitment Solutions Ltd is recruiting a Senior Paraplanner for an independent financial planning business in the United Kingdom. You will work closely with Advisers and Directors, delivering high-quality technical support on complex cases.

The role emphasises technical paraplanning and long-term career development, with duties spanning pensions, investments, trusts and IHT planning, cash flow modelling and compliant suitability reports.

Qualifications

• Diploma in Financial Planning is essential.
• 3+ years' paraplanning experience in regulated wealth management.
• Strong knowledge of pensions, investments, trusts and IHT.
• Experience with cash flow modelling and report writing.

Responsibilities

• Prepare accurate and compliant suitability reports.
• Undertake technical research and analysis.
• Support complex trust, estate planning and IHT cases.
• Prepare cash flow modelling and illustrations.
• Manage workflows and priorities across Advisers.
• Liaise with clients and external professionals.
• Keep up to date with tax, trusts and pensions legislation.
• Provide technical support and insight to the advice team.

Skills

Paraplanning experience

Cash flow modelling

Report writing

Communication skills

Organisation

Education

Diploma in Financial Planning

Job description

Dynamite Recruitment Solutions Ltd is recruiting a Senior Paraplanner for an independent financial planning business in the United Kingdom. You will work closely with Advisers and Directors, delivering high-quality technical support on complex cases.

The role emphasises technical paraplanning and long-term career development, with duties spanning pensions, investments, trusts and IHT planning, cash flow modelling and compliant suitability reports.