We are actively looking to recruit a Paraplanner on a permanent basis to join our expanding Financial Planning team.
One of your day-to-day tasks will be to prepare recommendations and write financial planning reports for a broad range of financial planning topics, whether it be investment and tax planning, pre and post-retirement planning or trustee investment, as well as liaising with clients, some of which are Ultra High Net Worth clients such as; veterinary practices, dentists and business owners which means that the range of our advice is broad.
We work on complex retirement funding calculations, complex inheritance tax calculations, trusts and business relief investments.
The team of 20, including four Partners, has been recognised by the FT Adviser as one of the Top 50 firms for financial planning in the UK
The role will be full time with an extensive list of benefits of which include; hybrid working, direct application bonus, profit share scheme, health and wellbeing support, plus much more!
It truly is a very exciting time to join our growing team in our contemporary Staverton office!