This Paraplanner job offers an excellent opportunity if you are a genuine Paraplanner who enjoys being actively involved in complex financial planning work.In this Paraplanner job, you will work closely with advisers on thoughtful, holistic client planning. Your involvement will go far beyond report writing, with a strong emphasis on research, technical analysis and contributing to client strategy. This includes complex inheritance tax planning, trust work and wider estate planning considerations.
The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
This Paraplanner role is designed for someone who understands real financial planning and enjoys pulling information together from multiple angles to create high quality recommendations. You will be encouraged to bring insight, personality and ideas into your work, working collaboratively with advisers to deliver the best outcomes for clients.
The P...