Paraplanner

Paraplanner

Salary: Up to £50,000

Location: Taunton

Reference: 10553

Are you an experienced Paraplanner looking for your next opportunity within a supportive and professional financial planning environment?

Recruit UK is working with a well-established financial planning firm that is looking for a proactive and detail-oriented Paraplanner to join their team.

This is an excellent opportunity for someone with strong technical financial planning knowledge who enjoys working closely with advisers to deliver high-quality advice and positive outcomes for clients.

What's in it for you?

• Salary up to £50,000
• Hybrid working
• 25 days annual leave, increasing to 30 days
• Opportunity to purchase additional holiday
• Company pension scheme
• Death in service
• Flexible benefits
• Enhanced family-friendly policies
• Cycle to work scheme
• Training and ongoing career development
• Supportive and professional working environment

The role

As a Paraplanner, you'll work closely with Financial Advisers to support the development and delivery of comprehensive financial planning solutions.

Your responsibilities will include:

• Preparing detailed suitability reports and supporting documentation
• Analysing client information and financial data
• Assisting with the development of tailored financial strategies
• Supporting financial planning across areas including investments, cash flow planning and risk
• Maintaining accurate and up-to-date client records
• Working closely with advisers to ensure recommendations are clearly documented
• Ensuring documentation meets relevant compliance and regulatory standards
• Communicating with clients and colleagues throughout the advice process
• Managing workloads and follow-ups to ensure cases progress efficiently

What are we looking for?

• Previous paraplanning experience within financial planning or wealth management
• Diploma in Financial Planning or an equivalent qualification
• Good knowledge of financial planning principles and processes
• Strong report writing and analytical skills
• Ability to manage multiple cases and prioritise workloads effectively
• Good IT skills, including Microsoft Word, Excel and Outlook
• A professional and client-focused approach