Paraplanner

Location:
Taunton, Full‑Time 35 hours per week

Salary £38,000 - £45,000 depending upon experience, with a minimum of 2 days per week in the Taunton office, 3 days WFH.

Are you an experienced Paraplanner who thrives in a fast‑paced, client‑focused financial planning environment? If you love producing high‑quality technical work and want to be part of a supportive, forward‑thinking team, this opportunity could be perfect for you.

We're looking for a proactive, confident individual with a can‑do mindset to support Financial Advisers through exceptional research, analysis, and report writing. If you're driven, analytical, and passionate about delivering an outstanding client experience, we’d love to connect.

• Managing communications with providers and colleagues to ensure smooth case progression
• Gathering illustrations, documents, and key information from provider platforms
• Producing detailed technical research and analysis to support adviser recommendations
• Writing high‑quality suitability reports across pensions, investments, and protection
• Developing your technical expertise with ongoing training
• Creating clear handover notes and contributing to process improvements
• Supporting senior paraplanners and operations with workflow, mailbox management, and change initiatives
• Helping cultivate a positive, collaborative team culture

You pride yourself on accuracy, clarity, and professionalism. You enjoy working closely with advisers and paraplanners to deliver an exceptional client service and value being part of a supportive team.

• ✔️ 5+ years in Financial Advice Services (including 2+ years paraplanning)
• ✔️ Strong communication and client‑care skills
• ✔️ Excellent organisation and diary management
• ✔️ High attention to detail and a problem‑solving mindset
• ✔️ Experience with CRM/IT systems (Intelliflo & Financial Analytics desirable)
• ✔️ A positive, collaborative approach, leading by example

• Group Pension with contributions via salary sacrifice
• Group life assurance - up to four times your core salary
• Health Cash Plan to help cover the costs of everyday healthcare
• 28 Days annual leave – plus bank holidays