Senior Paraplanner Lead - Technical Expert (Pensions & Tax)

Senior Paraplanner Lead - Technical Expert (Pensions & Tax)

Full-Time 50000 - 65000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Lead a paraplanning team and ensure compliant financial advice.
  • Company: Top 60 UK accountancy firm with a strong advisory focus.
  • Benefits: Clear career progression to Head of Paraplanning and professional development opportunities.
  • Other info: Join a dynamic team and influence key processes in a growing firm.
  • Why this job: Shape the future of financial planning while maintaining high professional standards.
  • Qualifications: Experience in paraplanning and strong technical knowledge in pensions and tax.

The predicted salary is between 50000 - 65000 £ per year.

AMS Group is a Top 60 UK accountancy firm with an advisory-led proposition, seeking a Senior Technical Paraplanner to become the technical backbone of the financial planning division.

This non-client-facing role leads a paraplanning team, ensures robust, compliant advice and shapes the function’s operations.

As the business grows, there is a clear pathway to Head of Paraplanning, with opportunities to influence processes, templates and checklists while maintaining high professional standards.

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Senior Paraplanner Lead - Technical Expert (Pensions & Tax) employer: AMS Group Accountants

Join a dynamic and supportive accounting practice in Scotland, where you can advance your career as a Part Qualified Accountant. With a strong emphasis on professional development, you'll benefit from structured progression towards full qualification while working with a diverse client portfolio. Our inclusive work culture fosters collaboration and growth, making it an excellent environment for aspiring accountants to thrive.

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Contact Details:

AMS Group Accountants Recruitment Team

We think you need these skills to ace Senior Paraplanner Lead - Technical Expert (Pensions & Tax)

Technical Expertise in Pensions
Technical Expertise in Tax
Leadership Skills
Compliance Knowledge
Financial Planning Knowledge
Operational Management
Process Improvement