Paraplanner

CAP Resourcing LTD; Taunton; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Pooled paraplanning support model

Ongoing professional development

Modern offices in Taunton

Job summary

CAP Resourcing LTD is partnering with a growing IFA group to appoint a Diploma qualified Paraplanner in Taunton. You’ll focus on delivering quality work, develop your technical expertise and join a collaborative team with paraplanning support.

You will handle pensions, investments and wider financial planning, preparing suitability reports and supporting Financial Advisers with client recommendations. Modern offices in Taunton and clear career development opportunities are on offer.

Qualifications

• DipPFS/DipFA or equivalent diploma in Financial Planning.

Responsibilities

• Prepare suitability reports and support Financial Advisers with client recommendations.
• Collaborate with Advisers on a varied range of cases and maintain high-quality work.

Education

Diploma in Financial Planning (DipPFS / DipFA)

Job description

Paraplanner – Diploma Qualified

Taunton, Somerset | £40,000–£50,000 (DOE)

Are you a Diploma qualified Paraplanner looking to join a supportive financial planning firm where you can focus on delivering quality work, develop your technical expertise and be part of a genuinely collaborative team?

We're partnering with an award‑winning financial planning firm that's built an outstanding reputation for client service and employee satisfaction. With an established client base and a strong team around you, this is a fantastic opportunity to join a business that values its people and takes pride in delivering the best possible outcomes for its clients.

You'll be joining a friendly, family feel environment with a pooled paraplanning support model, encouraging collaboration across the team and providing the opportunity to work alongside Financial Advisers on a varied range of cases.

What's in It for You?

• Salary of £40,000–£50,000, depending on experience
• Supportive, friendly and collaborative team
• Pooled paraplanning support model
• Varied workload across pensions, investments and wider financial planning
• Opportunities for ongoing professional development
• Established and growing financial planning business
• Modern offices in Taunton

What We're Looking For

• Diploma qualified in Financial Planning (DipPFS, DipFA or equivalent).
• Previous experience in a paraplanning role within an IFA or financial planning environment.
• Strong technical knowledge across pensions, investments and financial planning products.
• Experience preparing suitability reports and supporting Financial Advisers with client recommendations.
• Excellent analytical skills and attention to detail.
• Strong written communication and organisational skills.
• A collaborative team player who takes pride in producing high-quality work and delivering excellent client outcomes.