Job Description: Senior Paraplanner Location: Stevenage Salary: Up to £50,000 (depending on experience) About the business: A small, friendly team based in Stevenage, looking for a dedicated and experienced Senior Paraplanner to join their expanding business. They pride themselves on attention to detail, excellent report writing skills, and a sound understanding of investments, pensions, trusts, tax planning, and inheritance tax planning. Key Responsibilities: Serve as the main point of contact for a small group of high-net-worth (HNW) clients. Occasionally attend client meetings. Train and develop junior staff members. Solve problems and improve procedures. Perform tax calculations and report writing. Maintain compliant record-keeping. Peer-check reports from other team members. Liaise with advisers to create holistic recommendations for HNW clients. Requirements: Level 4 paraplanner qualification ideally (CII Diploma). At least 4 years of experience in a paraplanning role. Excellent attention to detail and report writing skills. Strong understanding of investments, pensions, trusts, tax planning, and inheritance tax planning. Good working knowledge of the IO back-office system. A can-do attitude and dedication to the role. What We Offer: A supportive and tight-knit team environment. Opportunities for career development within an expanding business. A competitive remuneration package of up to £50,000, depending on experience. If you are a qualified paraplanner looking ..... full job details .....