Senior Paraplanner
Senior Paraplanner - Sutton ColdfieldSalary: Up to £50,000 per annum (dependent on experience)Employment Type: Full-time, PermanentLocation: Sutton ColdfieldWe are recruiting on behalf of a well-established and respected independent financial advice firm in Sutton Coldfield who are looking to appoint an experienced Senior Paraplanner to join their Technical Support Team.This is a senior role for a highly skilled paraplanner with strong technical expertise, leadership experience, and a commitment to high-quality client outcomes. The successful candidate will provide advanced technical support to advisers, oversee paraplanning workflows (including outsourced paraplanning), and ensure all advice documentation meets FCA and internal compliance standards.Key ResponsibilitiesTechnical and Client SupportConduct detailed research across pensions, investments, protection, and broader financial planning solutions.Prepare, review, and ensure compliance of suitability reports, technical summaries, and supporting documentation.Translate complex financial planning and tax concepts into clear, client-friendly language.Build and maintain cashflow models and financial planning scenarios using tools such as Voyant.Support advisers with pre-meeting preparation, technical analysis, and recommendation structuring.Taxation and Pension ExpertiseCalculate and assess Capital Gains Tax (CGT) liabilities, including annual exemptions, allowable losses, and asset histories.Perform chargeable event gain ..... full job details .....
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