(Career) Senior Paraplanner

This is a senior paraplanning role for someone who loves the technical side of financial planning and wants to build their career within it, not move into advice. The firm is a City of London financial planning practice, and it offers hybrid working, a 4pm finish every Friday and the last Friday of every month off.

You will be the technical specialist within the planning team, taking ownership of client cases across pensions, investments, retirement planning, protection, estate planning and tax efficient planning. The advice that reaches clients rests on your analysis. You will carry out the research and technical calculations behind retirement income, tax and estate plann...

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