Are you a skilled Financial Planner who is seeking a role away from targets and KPIs?

Do you enjoy solving complex financial planning challenges and shaping sophisticated strategies for high-value clients?

We are looking for a Technial Adviser and Senior Paraplanner to join out clients growing team. This is an exciting hybrid role combining advanced paraplanning expertise with the opportunity to deliver regulated financial advice on complex planning advice areas.

You will work at the heart of the advisory team, partnering with Strategic Planners, Compliance and technical specialists to design and deliver innovative, client-focused financial solutions.

If you thrive in a highly technical environment and want your expertise to have real influence this role offers the perfect opportunity.

WHY THIS ROLE IS DIFFERENT:

This gives you the opportunity to work both financial advice and Paraplanning

YOU WILL HAVE HE OPPORTUNITY TO:

Work on complex and intellectually stimulating financial planning cases

Play a strategic technical partner role to advisers

Provide regulated advice on specialist cases

Mentor and develop the next generation of paraplanners and advisers

Influence technical standards and planning strategy across the business

Your work will directly contribute to delivering high-quality financial advice that genuinely improves clients’ financial futures.

WHAT WILL YOU BE DOING:

Complex Financial Planning & Research

Lead in-depth technical analysis and research across areas such as:

Inheritance Tax mitigation strategies

Trust structures and estate planning

Offshore investment bonds

Segmentation, assignments and withdrawals

Top-slicing relief and time apportionment rules

You’ll be responsible for transforming complex technical structures into clear, effective planning strategies.

Technical Advice & Suitability Reports:

Prepare high-quality suitability reports for complex planning cases including:

Pension crystallisation strategies

Estate and IHT planning

Trust and investment bond planning

You will also have the opportunity to step into the adviser role on specialist cases where appropriate.

Cashflow Modelling

Use advanced modelling tools to demonstrate long-term planning strategies and client outcomes, helping clients clearly visualise their financial future.

Technical Leadership & Compliance

Provide technical sign-off and quality assurance on complex advice cases

Ensure all recommendations meet regulatory standards and Consumer Duty expectations

Act as a trusted technical authority within the advisory team

Mentoring & Development

Support the development of colleagues by:

Coaching paraplanners and advisers on complex planning areas

Providing technical guidance on trusts and estate planning

Helping raise the overall technical capability across the business

Continuous Improvement

Identify opportunities to improve paraplanning processes, efficiency and technical standards.

About You

You are a technically exceptional financial planning professional who enjoys tackling complex scenarios and working collaboratively with advisers and professional partners.

You’ll bring:

Significant experience as a Financial Planner or Technical Specialist

Strong expertise in Inheritance Tax planning, trusts, and estate structures

Confidence working with high net worth clients and professional work clients and professional work clients and professional intermediaries.

The ability to translate complex technical planning into clear, client-focused recommendations

Excellent written and verbal communication skills

A proactive and solutions-focused mindset

Qualifications:

Essential:

Level 4 Diploma in Regulated Financial Planning

Valid Statement of Professional Standing (SPS), or ability to obtain quickly

Highly Desirable:

AF1 Tax & Trusts

STEP Certificate or Diploma

Systems Experience:

Experience using financial planning tools such as:

* Intelligent Office

* Iress

* CashCalc

* Microsoft Office

Why Join?

You’ll be joining a market leading financial wellbeing and retirement specialist that works with major organistions to help employees improve their financial future.

Our client is passionate about providing clear, accessible financial guidance and advice,supporting individuals with financial education, retirement planning and investment advice.

By joining you’ll benefit from:

* Exposure to complex and intellectually rewarding financial planning work

* The opportunity to influence technical standards and advice delivery

* A collaborative environment with highly experienced financial planning professionals

* The chance to develop further as a trusted technical authority

An excellent remuneration and benefits package is offered and you'll be working for a recognised Sunday Times "best places to work"

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response