Paraplanner

Cameron Clarke Associates t/a talent-finder; Burnham-on-Sea; On-site; GBP 26,000 - 35,000; Full time

Job summary

Cameron Clarke Associates t/a talent-finder is seeking a Paraplanner in Burnham-on-Sea to support high-quality financial planning and client-focused advice. The successful candidate will work with advisers to develop and refine lifetime financial strategies, bringing technical expertise to planning discussions.

The role involves design, analysis and ongoing refinement of financial plans, with potential involvement in client meetings and providing technical input across complex areas of financial

Qualifications

• Paraplanning experience or strong technical financial planning knowledge preferred.
• Ability to analyse client circumstances, objectives and financial positions.

Responsibilities

• Analyse client circumstances, objectives and financial position to support holistic financial plans.
• Contribute to the design of planning strategies across accumulation, decumulation and protection.
• Support advisers in creating sustainable, long-term financial plans aligned to client goals.
• Take an active role in designing recommendations alongside advisers using technical knowledge and judgement.
• Assist in stress testing plans against risks and changing circumstances with cashflow modelling.
• Provide technical input on complex planning scenarios as a trusted resource.

Job description

Paraplanner
Location:Burnham-on-Sea
Working Hours:37.5-hour working week, Monday to Friday (08:45 am - 5:15 pm) with 1-hour lunch break
Salary:£26,000 - £35,000 (depending on experience and qualifications)

The Role

Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior client outcomes, and building a strong, successful business founded on trust and professionalism.

They are seeking a Paraplanner to support the delivery of high-quality, client-focused financial planning. You will work closely with advisers to develop, maintain and evolve lifetime financial strategies for clients.

This role goes beyond traditional report writing, contributing directly to the design, analysis, and ongoing refinement of financial plans. The ideal candidate will be genuinely focused on paraplanning and technical financial planning, with no desire to move into an adviser role.

You will be instrumental in developing advice alongside the adviser rather than simply taking instructions and producing reports. You will be expected to bring your own technical expertise and judgement to the planning process, becoming a trusted point of reference for complex technical queries and challenging client scenarios.

This role may also involve supporting or conducting client meetings in the adviser's absence, where appropriate, and providing technical input across more complex areas of financial planning.

Key Responsibilities

Financial Planning & Strategy

• Analyse client circumstances, objectives and financial position to support the development of holistic financial plans
• Contribute to the design of planning strategies across accumulation, decumulation and protection
• Support advisers in creating sustainable, long-term financial plans aligned to client goals
• Take an active role in designing recommendations alongside advisers, using your own technical knowledge and judgement
• Assist in stress testing plans against risks, life events and changing circumstances with cashflow modelling
• Provide technical input on complex planning scenarios and act as a trusted technical resource within the team

Research and Analysis

• Conduct detailed research across investments, pensions, protection and tax planning solutions
• Compare providers, products, charges and outcomes to support suitable recommendations
• Maintain a strong understanding of market developments, legislation and best practice planning approaches
• Research and provide technical guidance on more complex areas, including Trusts, Business Relief (BR) qualifying investments, VCTs and evolving pension legislation

Suitability & Report Writing

• Prepare high-quality, compliant and client-friendly suitability reports
• Clearly articulate the rationale behind recommendations in a way that supports client understanding and confidence
• Ensure consistency, accuracy and clarity across all written outputs
• Use your technical understanding to challenge, develop and strengthen recommendations where appropriate, rather than simply documenting adviser instructions

Ongoing Planning Support

• Support ongoing client reviews by analysing progress against financial plans and identifying required adjustments
• Assist advisers in updating strategies in response to client needs, legislative changes or market conditions
• Contribute to maintaining long-term client relationships through consistent, high-quality planning