At a Glance
- Tasks: Support financial planning by analysing client needs and developing tailored strategies.
- Company: Reputable firm focused on personalised financial advice and client success.
- Benefits: Competitive salary, generous holiday, wellbeing support, and strong career development.
- Other info: Collaborative office culture with regular social events and a focus on personal growth.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in paraplanning or financial services and strong analytical skills.
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 to the design, analysis, and ongoing refinement of financial plans. You will help ensure clients feel confident, informed, and supported throughout their financial journey. Working within a structured planning framework, you will ensure all recommendations are robust, tax-efficient, clearly communicated, and aligned with client objectives both now and in the future.
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
- Assist in stress testing plans against risks, life events and changing circumstances with cashflow modelling
- 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
- 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
- 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 support
- Compliance and Quality Assurance
- Ensure all work adheres to FCA regulations and internal compliance standards
- Maintain accurate, complete and well-documented client files
- Support internal quality checks and respond to compliance feedback where required
- Collaboration & Client Experience
- Work closely with advisers, paraplanners and adviser support teams to ensure a smooth and efficient advice process
- Support the preparation for client meetings and follow-up actions where required
- Help ensure clients receive a clear, professional and consistent experience throughout their journey
Requirements
- Essential
- Minimum 1 year experience in paraplanning or technical financial services
- Strong understanding of financial planning principles (pensions, investments, protection)
- Excellent analytical and research skills
- High attention to detail and commitment to quality
- Strong written communication skills with the ability to simplify technical concepts for clients
- Ability to produce clear, accurate and compliant suitability reports
- Strong understanding of FCA compliance requirements and internal standards
- Proficient in Microsoft Office and Outlook
- Strong team and cultural fit
- Desirable
- Diploma in Regulated Financial Planning (or working towards)
- Experience with cashflow modelling and financial planning tools
- Knowledge of tax planning and long-term financial strategy design
- Experience using Intelligent Office / Intelliflo
Personal Attributes
- Personable, professional and team-oriented
- Willingness to learn and contribute
- Highly presentable with strong interpersonal skills
- Ideally living within a 10-mile radius / 15-20 minute commute
What's in It For You
- 23 days holiday plus bank holidays, increasing after 2 years service (+1 day in year 3 and +1 day in year 4)
- Fully office-based role with a strong in-office learning culture and collaboration
- Regular staff social events
- Monthly external coach/counsellor visits for wellbeing support
- Staff wellbeing and challenge app with rewards system (vouchers; approx. £150-200 tax-free rewards before Christmas)
- Pension scheme: 5% employer contribution, minimum 3% employee contribution
- Life cover/death in service at approximately 1x salary
- No private medical insurance for general staff
- Strong emphasis on development, progression and merit-based growth culture
- Discretionary / ad hoc bonuses
What's next? It's easy! Click APPLY now! We can't wait to hear from you! Your data will be handled in line with GDPR.
Locations
Paraplanner in Bath, Somerset employer: Talent Finder
Join a dynamic team in Burnham-on-Sea where your role as a Paraplanner will not only support clients in achieving their financial goals but also foster your professional growth within a collaborative and supportive work environment. With a strong emphasis on employee development, generous holiday allowances, and a culture that prioritises wellbeing, this company is dedicated to creating a rewarding workplace that values trust, professionalism, and high-quality client service.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bath, Somerset
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend doing mock interviews with friends or using online platforms to get comfortable articulating your experience and skills.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've successfully contributed to financial strategies or client outcomes in past roles. This will help you stand out as a candidate who can add real value to the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Bath, Somerset
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications. We want to see how you can contribute to our mission of delivering high-quality, client-focused financial advice.
Showcase Your Skills:Emphasise your analytical and research skills in your application. Mention specific tools or methodologies you've used in the past, especially if they relate to cashflow modelling or compliance. We love seeing candidates who can simplify complex concepts for clients!
Be Clear and Concise:When writing your suitability reports or any written outputs, clarity is key! Ensure your application reflects your ability to communicate complex information in a straightforward manner. We appreciate attention to detail and well-structured documents.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Talent Finder
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning principles, especially around pensions, investments, and protection. Be ready to discuss how you've applied these concepts in your previous roles, as this will show your understanding and expertise.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical and research skills during the interview. You might be asked to analyse a hypothetical client scenario, so practice explaining your thought process clearly and logically. This will highlight your ability to develop robust financial strategies.
✨Communicate Clearly
Since you'll be preparing suitability reports, it's crucial to convey complex information simply. During the interview, focus on articulating your ideas clearly and concisely. This will reflect your ability to communicate effectively with clients and colleagues alike.
✨Be a Team Player
Collaboration is key in this role, so be prepared to discuss examples of how you've worked well in a team. Highlight any experiences where you've supported advisers or contributed to a successful project, as this will show you're a good cultural fit for the company.
