Senior Paraplanner: Complex Planning & Tax Strategy, Hybrid in Gloucester

Senior Paraplanner: Complex Planning & Tax Strategy, Hybrid in Gloucester

Gloucester Full-Time 54000 - 66000 Β£ / year (est.) Home office (partial)
Premier Jobs UK

At a Glance

  • Tasks: Support advisers with complex client cases and produce high-quality recommendations.
  • Company: Premier Jobs UK, a supportive firm focused on professional development.
  • Benefits: Hybrid working, great career growth, and a collaborative team environment.
  • Other info: Join a dynamic team dedicated to delivering standout outcomes.
  • Why this job: Make a real difference in clients' lives through expert planning and analysis.
  • Qualifications: Experience in paraplanning and strong analytical skills.

The predicted salary is between 54000 - 66000 Β£ per year.

Premier Jobs UK is seeking an experienced Paraplanner to support advisers on complex client cases.

The role emphasises in-depth research, technical planning analysis and producing high quality recommendations.

You will contribute to inheritance tax, trust and estate planning and collaborate with a paraplanner team to deliver standout outcomes for clients.

Great development opportunity in a supportive firm.

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Senior Paraplanner: Complex Planning & Tax Strategy, Hybrid in Gloucester employer: Premier Jobs UK

Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.

Premier Jobs UK

Contact Details:

Premier Jobs UK Recruitment Team

We think you need these skills to ace Senior Paraplanner: Complex Planning & Tax Strategy, Hybrid in Gloucester

In-depth Research
Technical Planning Analysis
High Quality Recommendations
Inheritance Tax Planning
Trust and Estate Planning
Collaboration Skills
Client Relationship Management