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Stevenage
Paraplanner

Paraplanner

Blakemore Recruitment

Posted a month ago, valid for 4 days

Stevenage, Hertfordshire SG2 7BG

Full Time

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Sonic Summary

The position is for a Senior Paraplanner located in Stevenage, offering a salary of up to £50,000 depending on experience.
The ideal candidate should have at least 4 years of experience in a paraplanning role and preferably hold a Level 4 paraplanner qualification.
Key responsibilities include serving as the main contact for high-net-worth clients, attending client meetings, and training junior staff.
The role requires strong attention to detail, excellent report writing skills, and a solid understanding of investments, pensions, trusts, and tax planning.
The company offers a supportive team environment and opportunities for career development within their expanding business.

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.

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