Job Description Paraplanner 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) \n The Role \n 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. \n 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. \n This role goes beyond traditional report writing, contributing directly to the design, analysis, and ongoing refinement of financial plans. The ideal candidate will be genuinely focused on paraplanning and technical financial planning, with no desire to move into an adviser role. \n You will be instrumental in developing advice alongside the adviser rather than simply taking instructions and producing reports. You will be expected to bring your own technical expertise and judgement to the planning process, becoming a trusted point of reference for complex technical queries and challenging client scenarios. \n This role may also involve supporting or conducting client meetings in the adviser's absence, where appropriate, and providing technical input across more complex areas of financial planning. \n Key Responsibilities \n Financial Planning
Hiring: Paraplanner employer: Talent Finder
As a leading destination for professional tradespeople in March, Cambridgeshire, our company offers a dynamic work environment where employees are valued and encouraged to grow. With competitive salaries, opportunities for overtime, and a strong focus on teamwork, we foster a culture of support and development, ensuring that every team member can thrive in their role while enjoying the benefits of working with top-quality products and a dedicated customer base.
