Paraplanner

Reed; Taunton; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Generous pension contribution

Life assurance and income protection

Health cash plan

Gym and wellbeing discounts

Private healthcare option

Job summary

Reed in Taunton is seeking a Senior Paraplanner to support Financial Planners and Client Executives in delivering exceptional financial planning advice and long-term solutions.

You will conduct technical research across pensions, investments, and protection, and use cashflow modelling to aid client decisions. The role offers a collaborative, development‑focused environment with clear progression.

Qualifications

• Previous experience in a Paraplanning role.
• CII Level 4 Diploma in Financial Planning (or equivalent).
• Strong technical knowledge across pensions, investments, and protection products.
• Excellent understanding of FCA regulations and compliance requirements.
• Ability to simplify complex financial concepts into clear reports.

Responsibilities

• Work closely with Financial Planners and Client Executives to deliver a seamless client experience.
• Produce high-quality suitability reports that clearly explain recommendations and outcomes.
• Conduct technical research across pensions, investments, protection, and wider financial planning areas.
• Use cashflow modelling and scenario planning tools to support client decision-making.
• Analyse and review fact-finds, risk profiles, and client information to identify opportunities and gaps.
• Assist in developing and reviewing complex financial planning strategies.
• Prepare application forms and supporting documentation for new business and client changes.
• Liaise with providers, clients and colleagues to obtain information and resolve queries.
• Maintain accurate client records and ensure regulatory compliance.
• Stay up to date with industry developments, FCA regulations and tax legislation.
• Contribute ideas to improve processes and client outcomes.

Skills

Paraplanning experience

Technical knowledge

Analytical skills

Education

CII Level 4 Diploma in Financial Planning

Tools

Financial planning software

Cashflow modelling

CRM systems

Microsoft Office

Job description

Senior Paraplanner

Taunton Hybrid Working (3 Days Office, 2 Days Home) Up to £50,000 + Excellent Benefits

Are you an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies?

This is an exciting opportunity to join a highly regarded and growing financial planning team where you\'ll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you\'ll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals.

You\'ll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning.

The Role

As a Senior Paraplanner, you will:

• Work closely with Financial Planners and Client Executives to deliver a seamless client experience.
• Produce high-quality suitability reports that clearly explain recommendations and outcomes.
• Conduct technical research across pensions, investments, protection, and wider financial planning areas.
• Use cashflow modelling and scenario planning tools to support client decision-making.
• Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps.
• Assist in the development and review of complex financial planning strategies.
• Prepare application forms and supporting documentation for new business and existing client changes.
• Liaise with providers, clients, and colleagues to obtain information and resolve queries efficiently.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Keep up to date with industry developments, tax legislation, and FCA regulations.
• Contribute ideas and best practice to help improve processes and client outcomes.

About You

To be successful, you will have:

• Previous experience in a Paraplanning role.
• CII Level 4 Diploma in Financial Planning (or equivalent).
• Strong technical knowledge across pensions, investments, and protection products.
• Excellent understanding of FCA regulations and compliance requirements.
• The ability to simplify complex financial concepts into clear and concise reports.
• Experience using financial planning software, cashflow modelling tools, CRM systems, and Microsoft Office.
• Strong analytical and problem-solving skills with excellent attention to detail.

What's on Offer?

• Salary up to £50,000
• Hybrid working pattern (3 days in the office, 2 days from home)
• Generous pension contribution
• Life assurance and income protection
• Health cash plan
• Virtual GP services and employee assistance programme
• Enhanced family-friendly benefits
• Option to purchase additional annual leave
• Paid volunteering day
• Cycle to work scheme
• Gym and wellbeing discounts
• Ongoing professional development and support towards further qualifications
• Clear career progression opportunities