Job Description Paraplanner Salary: Up to £50,000 Location: Taunton Reference: 10553 Are you an experienced Paraplanner looking for your next opportunity within a supportive and professional financial planning environment? Recruit UK is working with a well-established financial planning firm that is looking for a proactive and detail-oriented Paraplanner to join their team. This is an excellent opportunity for someone with strong technical financial planning knowledge who enjoys working closely with advisers to deliver high-quality advice and positive outcomes for clients. What’s in it for you? ~ Salary up to £50,000 ~ Hybrid working ~25 days annual leave, increasing to 30 days ~ Opportunity to purchase additional holiday ~ Company pension scheme ~ Death in service ~ Flexible benefits ~ Enhanced family-friendly policies ~ Cycle to work scheme ~ Training and ongoing career development ~ Supportive and professional working environment The role As a Paraplanner, you’ll work closely with Financial Advisers to support the development and delivery of comprehensive financial planning solutions. Your responsibilities will include: Preparing detailed suitability reports and supporting documentation Analysing client information and financial data Assisting with the development of tailored financial strategies Supporting financial planning across areas including investments, cash flow planning and risk Maintaining accurate and up-to-date client records Working closely with advisers to ensure recommendations are clearly documented Ensuring documentation meets relevant compliance and regulatory standards Communicating with clients and colleagues throughout the advice process Managing workloads and follow-ups to ensure cases progress efficiently What are we looking for? Previous paraplanning experience within financial planning or wealth management Diploma in Financial Planning or an equivalent qualification Good knowledge of financial planning principles and processes Strong report writing and analytical skills Ability to manage multiple cases and prioritise workloads effectively Good IT skills, including Microsoft Word, Excel and Outlook A professional and client-focused approach
Locations
Paraplanner (Pensions Management) in Somerset, Taunton employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
