An exciting opportunity has arisen for an experienced Senior Paraplanner to join an independent financial planning business going through an exciting period of growth . The business is independently owned, with no plans for acquisition , and is focused on building its team and continuing to grow organically. This is a fantastic opportunity for an experienced Paraplanner who wants to develop their career within technical paraplanning , rather than using the role as a stepping stone into advice. The role You will work closely with Advisers and Directors, providing high-quality technical support across a range of complex financial planning cases, including pensions, investments, trusts and IHT planning . Key responsibilities will include: Preparing accurate and compliant suitability reports. Undertaking technical research and analysis. Supporting complex trust, estate planning and IHT cases. Preparing cash flow modelling and illustrations. Managing workflows and competing priorities across multiple Advisers. Liaising with clients and external professionals where required. Keeping up to date with relevant tax, trust and pensions legislation. Providing technical support and insight to the wider advice team. About you Dipl...
Senior Paraplanner in Surrey employer: Dynamite Recruitment Solutions Ltd Careers
Join a dynamic property services organisation that prioritises employee growth and well-being, offering a competitive salary, company vehicle, and a comprehensive benefits package. With a strong focus on team leadership and client relationships, this role provides an excellent opportunity to thrive in a supportive work culture that values recognition and professional development. Located in a vibrant area, employees enjoy generous leave options and various health initiatives, making it an ideal place for those seeking meaningful and rewarding employment.
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Dynamite Recruitment Solutions Ltd Careers Recruitment Team
