Global Accounting Network
Paraplanner
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Paraplanner
Location: London (Hybrid)
Salary: £45,000–£60,000 + Benefits
We're working with a highly regarded independent wealth management firm in London that is looking to hire a Paraplanner. This is an excellent opportunity for someone with a strong tax background who is looking to transition into financial planning, with a clear long-term pathway to becoming a Financial Adviser.
This role would particularly suit someone who is newly or recently qualified, or part-qualified in tax, who is keen to apply their technical expertise in a client-focused environment.
The Role
- Support Financial Advisers with holistic financial planning and wealth management advice.
- Prepare suitability reports and recommendation documents.
- Conduct financial research across pensions, investments, protection and tax planning.
- Assist with cash flow modelling and financial planning analysis.
- Liaise with clients and providers to obtain information and progress cases.
- Stay up to date with UK tax legislation and financial planning regulations.
- Build the technical knowledge and client-facing skills required to progress into an advisory position.
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About You
- Part-qualified or newly qualified in tax (ATT, CTA, ACA or equivalent).
- Strong understanding of UK personal tax, capital gains tax, inheritance tax and/or corporate tax.
- Excellent analytical and written communication skills.
- Interested in moving into financial planning and wealth management.
- Strong attention to detail and a client-focused approach.
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Ideal Background
- We're particularly interested in candidates currently working within the tax teams of leading professional services or accountancy firms.
- Experience within specialist tax boutiques or private client tax teams will also be considered.
If you're looking to leverage your technical tax expertise in a career that offers greater client exposure, long-term progression and the opportunity to become a Financial Adviser, we'd love to hear from you.
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