×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Reporting Financial Analyst Accounting & Finance Financial Services

Senior Paraplanner – Hybrid, Client‑Focused Reports

Remote / Online - Candidates ideally in
Taunton, Somerset County, TA1, England, UK
Listing for: Tate Recruitment
Full Time, Part Time, Remote/Work from Home position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A financial planning firm in Taunton seeks an experienced Paraplanner to support Financial Advisers in delivering excellent client service. The role involves managing communications, producing detailed reports, and working collaboratively within a dynamic team. Candidates should have over 5 years in financial advice services, strong analytical skills, and technical expertise in relevant systems. A minimum of 2 days per week is required in the office, with some flexibility for working from home.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search