At a Glance
- Tasks: Support financial advisers in creating tailored financial plans and strategies for clients.
- Company: Reputable financial planning firm focused on client success and trust.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
- Other info: Collaborative team atmosphere with a focus on continuous learning and development.
- Why this job: Be a key player in shaping financial futures and making a real difference.
- Qualifications: Strong analytical skills and a passion for technical financial planning.
The predicted salary is between 26000 - 35000 £ per year.
Location: Burnham-on-Sea
Working Hours: 37.5-hour working week, Monday to Friday (08:45 am - 5:15 pm) with 1-hour lunch break
Salary: £26,000 - £35,000 (depending on experience and qualifications)
The Role
Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior client outcomes, and building a strong, successful business founded on trust and professionalism.
They are seeking a Paraplanner to support the delivery of high-quality, client-focused financial planning. You will work closely with advisers to develop, maintain and evolve lifetime financial strategies for clients. This role goes beyond traditional report writing, contributing directly to the design, analysis, and ongoing refinement of financial plans. The ideal candidate will be genuinely focused on paraplanning and technical financial planning, with no desire to move into an adviser role.
You will be instrumental in developing advice alongside the adviser rather than simply taking instructions and producing reports. You will be expected to bring your own technical expertise and judgement to the planning process, becoming a trusted point of reference for complex technical queries and challenging client scenarios. This role may also involve supporting or conducting client meetings in the adviser's absence, where appropriate, and providing technical input across more complex areas of financial planning.
Key Responsibilities
- Financial Planning & Strategy
- Analyse client circumstances, objectives and financial position to support the development of holistic financial plans
- Contribute to the design of planning strategies across accumulation, decumulation and protection
- Support advisers in creating sustainable, long-term financial plans aligned to client goals
- Take an active role in designing recommendations alongside advisers, using your own technical knowledge and judgement
- Assist in stress testing plans against risks, life events and changing circumstances with cashflow modelling
- Provide technical input on complex planning scenarios and act as a trusted technical resource within the team
- Research and Analysis
- Conduct detailed research across investments, pensions, protection and tax planning solutions
- Compare providers, products, charges and outcomes to support suitable recommendations
- Maintain a strong understanding of market developments, legislation and best practice planning approaches
- Research and provide technical guidance on more complex areas, including Trusts, Business Relief (BR) qualifying investments, VCTs and evolving pension legislation
- Suitability & Report Writing
- Prepare high-quality, compliant and client-friendly suitability reports
- Clearly articulate the rationale behind recommendations in a way that supports client understanding and confidence
- Ensure consistency, accuracy and clarity across all written outputs
- Use your technical understanding to challenge, develop and strengthen recommendations where appropriate, rather than simply documenting adviser instructions
- Ongoing Planning Support
- Support ongoing client reviews by analysing progress against financial plans and identifying required adjustments
- Assist advisers in updating strategies in response to client needs, legislative changes or market conditions
- Contribute to maintaining long-term client relationships through consistent, high-quality planning
Paraplanner in Burnham-on-Sea employer: Cameron Clarke Associates t/a talent-finder
Cameron Clarke Associates is an excellent employer for aspiring engineers, offering a dynamic work environment in Braintree where innovation meets collaboration. With a strong focus on professional development, employees benefit from hands-on experience and mentorship from seasoned professionals, alongside competitive salaries and generous holiday allowances. The supportive culture encourages growth and creativity, making it an ideal place for those looking to build a rewarding career in mechanical design.
Contact Details:
Cameron Clarke Associates t/a talent-finder Recruitment Team
