Paraplanner (3230)

Cathedrala appointments; Taunton; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A professional services firm in Taunton is seeking an experienced Paraplanner. This role involves providing high-quality research and reporting to support Financial Consultants, guiding junior team members, and maintaining diligent client records. The ideal candidate will have 2–3 years of experience and strong knowledge in investments and pensions. Benefits include a hybrid working model, generous leave, and a supportive environment for career progression.

Benefits

Minimum 25 days’ holiday

Annual salary review

Professional subscription support

Pension scheme

Life assurance

Employee assistance programme

Volunteering days

Wellbeing initiatives

Lifestyle discounts

Optional health plans

Eco-friendly schemes

Qualifications

• 2–3 years of experience in a similar paraplanning role.
• Expertise in pensions, IHT planning, and investment propositions.

Responsibilities

• Research and produce detailed financial planning reports.
• Conduct cashflow modelling to support client recommendations.
• Maintain accurate records using back-office systems.
• Liaise with clients and ensure timely completion of work.

Skills

Strong knowledge of investments

Confident communicator

Attention to detail

Proactive approach to teamwork

Competent IT skills

Education

DipPFS (or equivalent)

Tools

Financial planning research tools

Cashflow software

Job description

Competitive DOE| Hybrid | Taunton

Our client is a well-established professional services firm delivering high-quality financial planning support to a diverse client base. Known for its collaborative culture and commitment to developing its people, the organisation offers a supportive environment where you can continue to build your technical expertise and progress your career within a forward-thinking team.

The Role

We are seeking an experienced Paraplanner to join a busy and growing financial planning department. In this role, you will provide high-quality research, analysis, and report writing to support Financial Consultants and ensure an exceptional client experience. You will also play a key part in supporting, guiding, and developing more junior team members, contributing to a knowledgeable and cohesive paraplanning function.

Responsibilities of the Paraplanner :

• Research, prepare, and produce detailed financial planning reports across investments, pensions, trusts, and later-life planning.
• Conduct cashflow modelling and technical analysis to support client recommendations.
• Maintain accurate records and progress client cases using the firm’s back-office systems.
• Liaise with clients and providers, ensuring work is completed within agreed timeframes.

Requirements of the Paraplanner :

• DipPFS (or equivalent) and ideally 2–3 years of experience in a similar paraplanning role.
• Strong knowledge of investments, pensions, IHT planning, and investment propositions.
• Confident communicator with excellent attention to detail and a proactive approach to teamwork.
• Competent IT skills, including familiarity with financial planning research tools and cashflow software.

Benefits :

• Minimum 25 days’ holiday increasing with service, plus buy and sell options.
• Annual salary review and professional subscription support.
• Hybrid working model and flexible benefits package.
• Pension scheme, life assurance, and employee assistance programme.
• Volunteering days, wellbeing initiatives, and access to a range of lifestyle discounts.
• Optional health plans and eco-friendly schemes such as electric car and cycle-to-work.

If you are an experienced Paraplanner looking to take the next step in your career within a supportive and progressive environment, we would love to hear from you. Please apply today to find out more.

Note on Sponsorship : We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant : Joanne Caine

Ref : 11068