Paraplanner

Senior Paraplanner Staverton (Hybrid working) Up to £53,000 + excellent benefitsMy client are proud to be one of the UK''s leading independent firms of Chartered Accountants and Business Advisers, with over 600 professionals across Gloucestershire, Bristol and Cardiff. There Financial Planning team has been recognised as one of the UK''s Top 50 firms, reflecting our commitment to technical excellence, client service and long-term relationships.Due to continued growth, we are seeking an experienced Senior Paraplanner to join our highly regarded Financial Planning team in Staverton. This is a fantastic opportunity to work on complex, high-quality cases and play a key role in supporting advisers and delivering exceptional client outcomes.The RoleAs a Senior Paraplanner, you will:Produce detailed, high-quality financial planning and suitability reportsSupport advisers across a broad range of complex advice areasDraft technical documentation and client-facing material, clearly articulating complex planning strategiesWork closely with Financial Planners to deliver advice to both new and existing clientsLiaise directly with clients, including high and ultra-high-net-worth individualsCollaborate with administration and wider team members to ensure efficient client servicingAbout YouWe''re looking for someone who brings both technical expertise and a proactive approach:Minimum 5 years'' experience in financial services, ideally within a paraplanning roleLevel 4 Diploma in Financial ..... full job details .....