Paraplanner

In a nutshell

We're looking for an experienced Senior Paraplanner to join our growing Financial Planning team in Taunton.

Working closely with Financial Planners, Client Executives and fellow Paraplanners, you'll act as a trusted technical specialist, helping shape complex financial planning strategies and ensuring clients receive high-quality, compliant and practical advice. Beyond preparing suitability reports and technical research, you'll bring insight, challenge and expertise to financial planning recommendations, helping deliver excellent client outcomes.

This role offers the opportunity to take a leading technical position within the team, support the development of colleagues, and contribute to the continuous improvement of our processes and client experience.

The role is based in our Taunton office. We currently operate a hybrid working model, with colleagues working from the office three days per week.

• Work closely with Financial Planners and Client Executives to support clients throughout their financial planning journey
• Prepare clear, compliant suitability reports that explain recommendations in a straightforward and understandable way
• Research suitable options using approved tools and platforms and prepare recommendations for review
• Use cashflow modelling and scenario planning to support client conversations and recommendations
• Review fact finds, risk profiles and supporting documentation
• Identify missing information and liaise with providers, clients and colleagues to obtain it
• Prepare application forms and supporting documentation for new business and policy amendments
• Maintain accurate client records within our CRM systems
• Stay up to date with FCA requirements, tax legislation and product developments
• Suggest improvements based on day-to-day experience that enhance the client experience

• Experience with in a paraplanning, technical administration or financial planning support role
• CII Level 4 Diploma in Financial Planning (or equivalent), or actively working towards qualification
• Good technical knowledge across pensions, investments and protection
• Understanding of FCA regulations and the importance of client outcomes
• Strong analytical and report-writing skills
• Experience using financial planning software, cashflow modelling tools and CRM systems
• Proficient in Microsoft Office applications, particularly Excel and Word
• Strong attention to detail and commitment to quality
• Excellent organisational and time management skills
• A collaborative approach and willingness to learn from others
• Ambitious to continue developing your technical expertise and career within Financial Planning

As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a wide range of opportunities to develop your career in the way that’s right for you.

Established in 1919, we’ve grown to nearly 1,000 people across offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. Our size means we can offer ambitious work with exciting clients and a friendly, supportive culture.

We want you to belong, be yourself and do your best work as part of a forward-thinking team, with a flexible approach to hybrid working and a strong focus on wellbeing, learning and development.

For the past four years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces, rising to 6th out of 100 large organisations.

We’re a top 10 Best Workplace for Women, as well as being ranked for Wellbeing, Development, and Consulting and Professional Services. These rankings are compiled by Great Place to Work, based on confidential, independent…