Paraplanner
Location: Taunton, Full‑Time 35 hours per week
Remote working (you will be required to go into the office one day per month).
Salary £40,000 - £48,000 depending upon experience plus benefits.
Are you an experienced Paraplanner who thrives in a fast‑paced, client‑focused financial planning environment? If you love producing high‑quality technical work and want to be part of a supportive, forward‑thinking team, this opportunity could be perfect for you.
I'm looking for a proactive, confident individual with a can‑do mindset to support Financial Advisers through exceptional research, analysis, and report writing. If you're driven, analytical, and passionate about delivering an outstanding client experience, we’d love to connect.
What You’ll Be Doing as Paraplanner
- Managing communications with providers and colleagues to ensure smooth case progression
- Gathering illustrations, documents, and key information from provider platforms
- Producing detailed technical research and analysis to support adviser recommendations
- Writing high‑quality suitability reports across pensions, investments, and protection
- Developing your technical expertise with ongoing training
- Creating clear handover notes and contributing to process improvements
- Supporting senior paraplanners and operations with workflow, mailbox management, and change initiatives
- Helping cultivate a positive, collaborative team culture
About You
You pride yourself on accuracy, clarity, and professionalism. You enjoy working closely with advisers and paraplanners to deliver an exceptional client service and value being part of a supportive team.
We’re looking for someone with:
✔️ 3+ years in Financial Advice Services (including 2+ years paraplanning)
✔️ Diploma in Financial Planning (Level 4)
✔️ Strong communication and client‑care skills
✔️ Excellent organisation and diary management
✔️ High attention to detail and a problem‑solving mindset
✔️ Experience with CRM/IT systems (Intelliflo & Financial Analytics desirable)
✔️ A positive, collaborative approach, leading by example
Core benefits
Financial benefits:
- Group Pension with contributions via salary sacrifice
- Group life assurance - up to four times your core salary
- Health Cash Plan to help cover the costs of everyday healthcare
- 28 Days annual leave – plus bank holidays