Paraplanner

Job Description: Senior ParaplannerLocation: StevenageSalary: 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 ..... full job details .....