Paraplanner

Accountancy Action - Your Specialist Finance Recruitment Partner; Taunton; On-site; GBP 38,000 - 65,000; Full time

Job summary

Accountancy Action - Your Specialist Finance Recruitment Partner in Taunton is seeking an experienced Senior Paraplanner to support Financial Advisers by preparing high-quality suitability reports and conducting technical research. You will ensure all recommendations comply with FCA regulations and internal standards.

You will leverage strong paraplanning experience to analyse complex client data, model cashflows, and help develop tailored financial strategies in a collaborative, client-focused

Qualifications

• Diploma in Regulated Financial Planning (Level 4) or working towards completion.
• Experience in Paraplanning or technical financial services.
• Strong technical knowledge of pensions, investments, and protection.
• Proven experience preparing detailed suitability reports.
• Good understanding of FCA regulations and compliance requirements.
• Analytical, research, and problem-solving skills.
• Attention to detail with a high level of accuracy.
• Excellent communication skills with the ability to work collaboratively alongside Financial Advisers and wider teams.

Responsibilities

• Prepare accurate and compliant suitability reports based on Financial Adviser recommendations.
• Conduct detailed financial product, investment, and fund research to support client recommendations.
• Analyse complex client information, including income, assets, pensions, investments, and protection requirements.
• Support Advisers in developing tailored financial planning strategies for clients.
• Ensure all advice and documentation align with FCA regulations and internal compliance standards.
• Liaise closely with Financial Advisers and administration teams to gather, review, and clarify client information.
• Assist with cashflow modelling and the preparation of financial planning scenarios where required.
• Maintain accurate, organised, and up-to-date client records.
• Stay informed of changes to financial products, legislation, regulation, and market developments.

Skills

Paraplanning experience

Technical financial planning

Report writing

FCA compliance knowledge

Analytical skills

Attention to detail

Communication skills

Team collaboration

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

We are seeking an experienced and detail-oriented Senior Paraplanner to join a growing financial planning team in Taunton. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting detailed technical research, and ensuring all recommendations are compliant with regulatory requirements.

This is an excellent opportunity for a technically strong Paraplanner who is looking to develop their career within a supportive, professional, and client-focused environment.

Key Responsibilities

• Prepare accurate and compliant suitability reports based on Financial Adviser recommendations.
• Conduct detailed financial product, investment, and fund research to support client recommendations.
• Analyse complex client information, including income, assets, pensions, investments, and protection requirements.
• Support Advisers in developing tailored financial planning strategies for clients.
• Ensure all advice and documentation align with FCA regulations and internal compliance standards.
• Liaise closely with Financial Advisers and administration teams to gather, review, and clarify client information.
• Assist with cashflow modelling and the preparation of financial planning scenarios where required.
• Maintain accurate, organised, and up-to-date client records.
• Stay informed of changes to financial products, legislation, regulation, and market developments.

Skills & Experience Required

• Diploma in Regulated Financial Planning (Level 4) or working towards completion.
• Previous experience within a Paraplanning or technical financial services role.
• Strong technical knowledge of financial planning products, including pensions, investments, and protection.
• Proven experience preparing detailed suitability reports.
• Good understanding of FCA regulations and compliance requirements.
• Excellent analytical, research, and problem-solving skills.
• Strong attention to detail with a high level of accuracy.
• Excellent communication skills with the ability to work collaboratively alongside Financial Advisers and wider teams.

This role offers an excellent opportunity for an experienced Paraplanner to join a professional financial planning environment and continue developing their technical expertise.