Paraplanner

Taunton. Hybrid/Remote. Full-Time Permanent. 35 Hours per Week

Salary: £40,000 - £50,000 + Excellent Benefits

My client is looking for an experienced Paraplanner to join a friendly, supportive and forward-thinking financial planning team.

This is an excellent opportunity for someone who enjoys technical research, report writing and working closely with advisers to deliver outstanding client outcomes. The role offers significant flexibility, with predominantly remote working and occasional attendance at the Taunton office.

Benefits

• £40,000 - £50,000 salary
• Hybrid and flexible working
• Group Pension Scheme
• Life Assurance (up to 4x salary)
• Health Cash Plan
• 28 days holiday plus Bank Holidays
• Ongoing training and professional development
• Friendly, collaborative team environment

Key Responsibilities

• Prepare high-quality suitability reports for pensions, investments and protection
• Conduct technical research and analysis to support recommendations
• Obtain provider information, illustrations and documentation
• Collaborate with advisers and colleagues to deliver excellent client service
• Identify process improvements and efficiencies
• Support team projects and ongoing business improvements

About You

• Minimum 5 years' Financial Services experience
• At least 3 years' Paraplanning experience
• Diploma in Financial Planning preferred
• Strong technical, research and report-writing skills
• Excellent organisational and communication abilities
• Proactive, analytical and detail-focused
• Experience with financial planning systems and Microsoft Office (Intelliflo advantageous)

Apply Now

If you're looking for a Paraplanning role where your expertise is valued, your development is supported, and you can enjoy genuine flexibility and work-life balance, we'd love to hear from you.