Senior Paraplanner

**The Company**: Nationally recognised and expanding IFA business based looking to recruit a Senior Paraplanner coming from a private wealth advice background:

- **Office Location**: Sheffield
- **Hybrid Working**: Yes - 3 days office | 2 days WFH

**The Role**:Consultative paraplanning role/remit working across complex private wealth advice and caseloads. Inclusive of cashflow modelling and client lifestyle planning work as required. Duties include:

- Construct financial advice and produce suitability reports for both private and group/corporate clients. Advice may relate to pension transfers, Inheritance Tax Planning, Trusts and other holistic planning areas
- Pro-actively participate in case conferences with advisers at various stages of the advice process
- Attend client meetings alongside advisers where required
- Completion of tax calculations
- Ensure the CRM and other systems are accurately maintained
- Complete due diligence and research on new propositions within the group

**Company Benefits**:25 days holiday plus stats, 5% pension, 4xDIS, PMI in addition to full flexible benefits package

**The Person**:Will hold Paraplanning experience and have exposure to supporting IFA’s/financial advisers in research/report writing capacity. 2+ years’ experience needed, with knowledge and awareness of working across the private wealth productspectrum is required. Hugely exciting opportunity for a Qualified Paraplanner who is looking for, and motivated by a technically challenging, complex-case focused paraplanning remit. Growing firm with excellent career opportunities on offer medium-term too,as the group continues to expand into 2023.