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Financial Analyst Financial Services

Paraplanner: Investment & Compliance Specialist

Job in Taunton, Somerset County, TA1, England, UK
Listing for: The Progress Shed
Full Time position
Listed on 2026-01-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Job Description & How to Apply Below
A reputable financial planning firm located in Taunton is seeking a Paraplanner to support a high-performing adviser within a collaborative team. The role requires conducting investment reviews, managing illustrations, and ensuring compliance with FCA regulations. The ideal candidate will thrive in a dynamic environment, focusing on delivering quality client care and bespoke financial solutions. Join a team committed to technical expertise and outstanding service.
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