Senior Paraplanner | Technical Financial Planning Lead in Taunton

Senior Paraplanner | Technical Financial Planning Lead in Taunton

Taunton Full-Time On-site
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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.

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Senior Paraplanner | Technical Financial Planning Lead in Taunton employer: PKF Francis Clark

PKF Francis Clark is an exceptional employer, offering a collaborative work culture that values professional development and employee growth. With a focus on trusts and estates, our Private Client Tax team provides meaningful opportunities to engage with high-net-worth clients while supporting your career progression through mentorship and training. Located in a vibrant area, we pride ourselves on fostering long-term relationships both with our clients and within our team, making it a rewarding place to build your career.

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Contact Details:

PKF Francis Clark Recruitment Team