At a Glance
- Tasks: Support advisers by creating holistic financial plans and preparing detailed reports.
- Company: Join a client-focused financial planning firm in Burnham-on-Sea.
- Benefits: Enjoy a competitive salary, clear progression, and a balanced 37.5-hour work week.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Experience in paraplanning and a passion for client-focused financial solutions.
The predicted salary is between 40500 - 49500 £ per year.
Talent Finder are seeking a Paraplanner to join our client in Burnham-on-Sea.
You will support advisers by developing holistic financial plans, researching investments, pensions and protection, and preparing high quality suitability reports.
You’ll contribute technical input and maintain compliance with FCA standards in a collaborative, client‑facing environment.
The role emphasises paraplanning over advisory work, with a 37.5‑hour week, clear progression, and a competitive salary to reflect
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Technical Paraplanner for Client-Focused Financial Planning in Bath employer: Talent Finder
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