Senior Paraplanner | Technical Financial Planning Lead

PKF Francis Clark; Taunton; Hybrid; GBP 42,000 - 64,000; Full time

Benefits offered by this job

Pension scheme

Life assurance

Income protection

Health cash plan

Counselling & mental wellbeing

Cycle to work

Gym discounts

Volunteer day

EV lease

Job summary

PKF Francis Clark in Taunton is seeking a Senior Paraplanner to join our growing Financial Planning team. You will work closely with Financial Planners and Client Executives, acting as a technical specialist to shape complex strategies and deliver compliant, high-quality advice.

You will lead technical work, support colleagues’ development, and help improve processes and the client experience, in a hybrid working environment with three days in the Taunton office.

Qualifications

• Experience in paraplanning, technical administration or financial planning support.
• CII Level 4 Diploma or working towards qualification.
• Strong knowledge of pensions, investments and protection.

Responsibilities

• Support clients throughout their financial planning journey with Planners and Executives.
• Prepare clear, compliant suitability reports explaining recommendations.
• Research options using approved tools and prepare recommendations for review.
• Use cashflow modelling and scenario planning to support client conversations.
• Review fact finds, risk profiles and documentation.
• Identify missing information and liaise with providers, clients and colleagues.
• Prepare application forms and supporting documentation for new business and amendments.
• Maintain accurate client records in the CRM system.
• Stay up to date with FCA requirements and tax legislation.

Skills

Paraplanning

Financial planning support

Analytical thinking

Report writing

Time management

Team collaboration

Excel

Education

CII Level 4 Diploma in Financial Planning

Tools

Financial planning software

Cashflow modelling tools

CRM systems

Microsoft Office (Excel/Word)

Job description

PKF Francis Clark in Taunton is seeking a Senior Paraplanner to join our growing Financial Planning team. You will work closely with Financial Planners and Client Executives, acting as a technical specialist to shape complex strategies and deliver compliant, high-quality advice.

You will lead technical work, support colleagues’ development, and help improve processes and the client experience, in a hybrid working environment with three days in the Taunton office.