Paraplanner

Tate; Monkton Heathfield; On-site; GBP 40,000 - 45,000; Full time

Job summary

A leading firm in the wealth management sector is looking for a Paraplanner to enhance their operational success. This role offers the chance to develop your skills in a dynamic environment, managing workflows and producing detailed reports to support financial planning services. Candidates should bring ambition, attention to detail, and a tech-savvy attitude.

Qualifications

• 1+ years as a paraplanner.
• Drive to become an experienced team member.
• Thrives on spotting errors and ensuring tasks are completed.

Responsibilities

• Manage operational workflows efficiently from start to finish.
• Prepare high-quality suitability reports for investments.
• Track and progress cases without delays.

Skills

Detail-Oriented

Organized

Process-Minded

Self-Starter

Tech-Savvy

Tools

CRM

Task Management Systems

Outlook

Job description

Salary: £40,000 - £45,000 Annual Plus discretionary bonus and benefit

Location: Bathpool, Somerset

Description:

Paraplanner

Location: Taunton

Salary: 40k to 45k DOE plus discretionary bonus and benefits.

A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services—is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.

If you're a paraplanner looking to gain extensive experience working for a fast-paced chartered financial planning company, then this is your opportunity.

Key Responsibilities:

• Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
• Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
• Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
• CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
• Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.

Key experience and skills:

• Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
• Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
• Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
• Self-Starter: You don't wait for instructions—you see what needs to be done and take the lead.
• Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.

Why Join our client:

Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.