Senior Paraplanner

Senior Paraplanner - London, City Salary: £50,000 - £65,000 depending on experience Working pattern: 9-5, hybrid - 2 days from home If you''re an experienced Paraplanner who enjoys getting involved in complex financial planning, working closely with advisers and being a technical point of reference within a team, this could be an excellent opportunity to explore. The Opportunity/The Business Our agency is working with a boutique Chartered wealth planning firm in London City. You''ll be joining a small, collaborative team of eight, based within a modern WeWork office in Bank who are looking to bring an experienced Senior Paraplanner into their close-knit team. This is a role for someone who genuinely enjoys the technical side of financial planning and wants to work closely with advisers as a technical consultant, rather than simply receiving instructions and producing reports. You''ll work closely with the Lead Adviser and Director, as well as another adviser within the business, getting involved throughout the advice process and contributing to the development of recommendations, as well as sitting in on client meetings and acting as a point of technical guidance and mentorship for the wider team. The Role Your experience will be particularly valued across areas of more complex holistic financial planning, with exposure to areas such as: Cash flow forecasting and financial modelling Inheritance Tax planning Researching complex financial planning solutions Working ..... full job details .....