Technical Paraplanner - CGT & Investment Modelling
Listed on 2026-10-10
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Finance & Banking
Financial Reporting, Financial Analyst
Shearwater Recruitment seeks a Paraplanner for its Sutton Coldfield office. You will perform technical paraplanning, calculate capital gains tax liabilities on investment disposals, and draft client reports.
The role focuses on delivering accurate, compliant outputs using client data, policy schedules, and valuations. The role is full-time and permanent, office-based, with standard hours from Monday to Thursday and a Friday finish.
This posting is for the Technical Paraplanner - CGT & Investment Modelling role at Shearwater Recruitment, based in Sutton Coldfield, England, United Kingdom.
This is a strong position to take on the Technical Paraplanner - CGT & Investment Modelling role at Shearwater Recruitment.
As a Technical Paraplanner - CGT & Investment Modelling, you will play an important part at Shearwater Recruitment in Sutton Coldfield, England, United Kingdom.
We invite applications for the Technical Paraplanner - CGT & Investment Modelling position located in Sutton Coldfield, England, United Kingdom.
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