Paraplanner - Hybrid

We are delighted to be working with a highly successful, growing and well-established Chartered financial planning business that forms part of a larger, award-winning professional services organisation.

With a strong reputation for delivering high-quality advice and exceptional client service, the business has continued to grow through a combination of organic development and an unwavering focus on its people. This is an exciting opportunity to join a forward-thinking financial planning team where technical expertise, collaboration and career development are genuinely valued.

We are looking for an experienced Paraplanner to join the team in Taunton, offering a hybrid working arrangement and a highly competitive package.

The Role

As a Paraplanner, you will work closely with Financial Planners and Administrators, providing high-quality technical and research support across a diverse range of financial planning cases.

You will play a key role in developing robust financial planning strategies, preparing detailed suitability reports and ensuring clients receive clear, accurate and compliant advice.

The role will suit an experienced Paraplanner who enjoys working on complex cases, takes pride in producing excellent work and wants to progress within a supportive and ambitious financial planning environment.

Key Responsibilities

• Work closely with Fin...