Paraplanner

We are seeking an experienced and detail-oriented Senior Paraplanner to join a growing financial planning team in Taunton. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting detailed technical research, and ensuring all recommendations are compliant with regulatory requirements.

This is an excellent opportunity for a technically strong Paraplanner who is looking to develop their career within a supportive, professional, and client-focused environment.

• Prepare accurate and compliant suitability reports based on Financial Adviser recommendations.
• Conduct detailed financial product, investment, and fund research to support client recommendations.
• Analyse complex client information, including income, assets, pensions, investments, and protection requirements.
• Support Advisers in developing tailored financial planning strategies for clients.
• Ensure all advice and documentation align with FCA regulations and internal compliance standards.
• Liaise closely with Financial Advisers and administration teams to gather, review, and clarify client information.
• Assist with cashflow modelling and the preparation of financial planning scenarios where required.
• Maintain accurate, organised, and up-to-date client records.
• Stay informed of changes to financial products, legislation, regulation, and market developments.

• Diploma in Regulated Financial Planning (Level
  4) or working towards completion.
• Previous experience within a Paraplanning or technical financial services role.
• Strong technical knowledge of financial planning products, including pensions, investments, and protection.
• Proven experience preparing detailed suitability reports.
• Good understanding of FCA regulations and compliance requirements.
• Excellent analytical, research, and problem-solving skills.
• Strong attention to detail with a high level of accuracy.
• Excellent communication skills with the ability to work collaboratively alongside Financial Advisers and wider teams.

This role offers an excellent opportunity for an experienced Paraplanner to join a professional financial planning environment and continue developing their technical expertise.