At a Glance
- Tasks: Collaborate with Financial Planners to create effective financial strategies and produce detailed reports.
- Company: Established financial planning business with a strong reputation in Taunton.
- Benefits: Competitive salary, hybrid working, support for professional qualifications, and career progression.
- Other info: Opportunity for professional development and influence in the advice process.
- Why this job: Join a dynamic team and make a real impact on complex financial planning cases.
- Qualifications: Level 4 qualified Paraplanner with strong technical knowledge and report writing experience.
The predicted salary is between 41850 - 51150 £ per year.
An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Taunton. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice.
The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process.
The role You will:
- Work closely with Financial Planners to develop appropriate financial planning strategies
- Produce clear, technically accurate and compliant suitability reports
- Use cashflow modelling and scenario planning to illustrate different client outcomes
- Undertake detailed research across pensions, investments, protection and tax planning
- Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress
- Provide technical input and challenge recommendations where appropriate
- Support more complex financial planning cases involving multiple areas of advice
- Prepare the documentation required for new business and changes to existing arrangements
- Liaise with clients, providers and colleagues to obtain information and resolve technical queries
- Maintain accurate CRM records and ensure cases progress efficiently
- Keep informed of relevant regulatory, taxation and product developments
- Support less experienced colleagues and contribute to improvements across the paraplanning function
About you You will need:
- Strong experience working as a Paraplanner within a financial planning or wealth management business
- The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
- Good technical knowledge across pensions and investments
- Experience producing detailed suitability reports and working on more complex advice cases
- A clear understanding of FCA requirements and the importance of delivering good client outcomes
- The ability to interpret complex information and communicate it clearly
- Experience using financial planning software, cashflow modelling tools and CRM systems
- Strong analytical, organisational and problem-solving skills
- Excellent attention to detail and pride in producing consistently high-quality work
- The confidence to question information, identify potential issues and contribute ideas
Progress towards Chartered status would be welcomed, although it is not essential.
What’s on offer
- Salary of £45,000–£50,000, depending on experience
- Hybrid working with three days in the Taunton office and two days working remotely
- Support with further professional qualifications and progression towards Chartered status
- The opportunity to work on varied and technically interesting client cases
- A collaborative working environment with experienced Financial Planners and Paraplanners
- Genuine scope to influence the advice process rather than operating solely as a report writer
- A comprehensive employee benefits package
- Clear opportunities for continued professional development and career progression
This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.
Senior Paraplanner in Exeter employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
