More jobs:
Paraplanner
Job in
Harrow on the Hill, Greater London, HA1 3EA, England, UK
Listed on 2026-03-08
Listing for:
Premier Jobs UK
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide paraplanning supporting 4 Advisors.
The role offers the chance to work on a broad range of cases, with exposure to more intricate scenarios, including estate planning and business relief recommendations. The business is currently in an exciting period of growth, with recent expansion and a strong pipeline of new clients. This creates excellent potential for future development, as the paraplanning function evolves alongside the firm.
Key responsibilities include Preparing clear and compliant reports for a variety of advice areas, including higher level planning Handling more technical cases, particularly within inheritance tax mitigation and business relief Working collaboratively with Advisors to ensure smooth client journeys Contributing to a consistent and efficient workflow through a pooled support system Paraplanner Requirements
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×