TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location : West Yorkshire Benefits : Free on-site parking, including electric car charging points Supportive and family-run environment Career development opportunities 25 days holiday, your birthday off 5% pension contribution. A collaborative and supportive environment with opportunities to mentor and develop others. Hybrid Working Salary :Up to £45,000 per annum (dependent on experience) About the Company : Our client is an established, independent financial advisory (IFA) firm based in West Yorkshire. Family-run and built on a foundation of trust and exceptional client service, they provide tailored financial planning solutions. With a team of 31 professionals, the firm fosters a collaborative and supportive work culture. Role Overview: We are seeking an experienced Paraplanner to join our clients team, providing high-quality technical support in financial planning. This role will focus not only on day-to-day report writing but also on Inheritance Tax Planning (IHT)particularly in light of the upcoming changes where pensions will form part of an estate for IHT purposes. In addition to technical expertise, this role involves mentoring and supporting less experienced colleagues, helping to develop their knowledge and skills. Key Responsibilities: Prepare detailed and compliant financial reports. Provide technical support on Inheritance Tax Planning strategies. Work closely with advisers to support client recommendations. Mentor and assist junior team members. Utilise platforms such as Intelligent Office (IO), Dynamic Planner, and CashCalc. Requirements : Proven experience in paraplanning, with strong IHT planning knowledge. Proficiency in financial planning software (IO, Dynamic Planner, CashCalc beneficial). Strong analytical and report-writing skills. Ability to work in the office 3 days per week. Full UK driving licence (location requires candidates to drive to the office). To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements. Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful. ADZN1_UKTJ