At a Glance
- Tasks: Support financial planning by analysing client needs and developing tailored strategies.
- Company: A trusted financial advisory firm focused on client success and professional growth.
- Benefits: Competitive salary, generous holiday, wellbeing support, and a strong learning culture.
- Other info: Join a collaborative team with excellent progression opportunities and regular social events.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in paraplanning and strong analytical skills required.
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
Whats 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
Whats next?
Its easy! Click APPLY now! We cant wait to hear from you! Your data will be handled in line with GDPR.
Paraplanner in Somerset employer: Talent Finder
Our client in Burnham-on-Sea is an exceptional employer, offering a supportive and collaborative work environment for Paraplanners. With a strong emphasis on employee development, competitive benefits including generous holiday allowances, and a commitment to staff wellbeing, this company fosters a culture of trust and professionalism. Employees can expect meaningful growth opportunities while contributing to impactful financial planning that helps clients achieve their goals.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in 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 brushing up on your knowledge of financial planning principles. Be ready to discuss how you can contribute to creating robust, client-focused strategies. Show them you’re not just about the numbers but also about building trust with clients.
✨Tip Number 3
Practice your communication skills! Since you'll need to simplify complex concepts for clients, try explaining financial strategies to friends or family. This will help you articulate your thoughts clearly during interviews.
✨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 and engaged with our company.
We think you need these skills to ace Paraplanner in Somerset
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your experience aligns with the role of a Paraplanner. Use keywords from the job description to show that you understand what we're looking for.
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your analytical and research skills have made a difference in your previous roles. We want to see how you can contribute to our client-focused financial planning.
Be Clear and Concise:When writing your suitability reports or any other written outputs, clarity is key! Make sure your communication is straightforward and easy to understand, as this reflects the quality we pride ourselves on at StudySmarter.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Talent Finder
✨Know Your Financial Planning Stuff
Make sure you brush up on your understanding of financial planning principles, especially pensions, investments, and protection. Be ready to discuss how you've applied these concepts in your previous roles, as this will show your potential employer that you're not just knowledgeable but also practical.
✨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 breaking down complex information into clear, actionable insights. This will highlight your ability to support the development of holistic financial plans.
✨Communicate Clearly
Since you'll need to prepare client-friendly suitability reports, practice simplifying technical concepts. During the interview, focus on articulating your thoughts clearly and concisely. This will help the interviewers see that you can communicate effectively with clients, which is crucial for building trust.
✨Be a Team Player
Collaboration is key in this role, so be prepared to discuss your experience working in teams. Share examples of how you've supported advisers or worked alongside paraplanners to ensure a smooth advice process. This will show that you understand the importance of teamwork in delivering high-quality client experiences.
