At a Glance
- Tasks: Prepare high-quality reports and conduct technical research to support financial advisers.
- Company: Friendly and forward-thinking financial planning team in Taunton.
- Benefits: Competitive salary, hybrid working, pension scheme, life assurance, and 28 days holiday.
- Other info: Ongoing training and excellent career development opportunities.
- Why this job: Join a supportive team where your expertise is valued and flexibility is key.
- Qualifications: 5 years in Financial Services and 3 years in Paraplanning with strong report-writing skills.
Taunton. Hybrid/Remote. Full-Time Permanent. 35 Hours per Week
Salary: £40,000 - £50,000 + Excellent Benefits
My client is looking for an experienced Paraplanner to join a friendly, supportive and forward-thinking financial planning team. This is an excellent opportunity for someone who enjoys technical research, report writing and working closely with advisers to deliver outstanding client outcomes. The role offers significant flexibility, with predominantly remote working and occasional attendance at the Taunton office.
Benefits
- £40,000 - £50,000 salary
- Hybrid and flexible working
- Group Pension Scheme
- Life Assurance (up to 4x salary)
- Health Cash Plan
- 28 days holiday plus Bank Holidays
- Ongoing training and professional development
- Friendly, collaborative team environment
Key Responsibilities
- Prepare high-quality suitability reports for pensions, investments and protection
- Conduct technical research and analysis to support recommendations
- Obtain provider information, illustrations and documentation
- Collaborate with advisers and colleagues to deliver excellent client service
- Identify process improvements and efficiencies
- Support team projects and ongoing business improvements
About You
- Minimum 5 years' Financial Services experience
- At least 3 years' Paraplanning experience
- Diploma in Financial Planning preferred
- Strong technical, research and report-writing skills
- Excellent organisational and communication abilities
- Proactive, analytical and detail-focused
- Experience with financial planning systems and Microsoft Office (Intelliflo advantageous)
If you're looking for a Paraplanning role where your expertise is valued, your development is supported, and you can enjoy genuine flexibility and work-life balance, we'd love to hear from you.
Paraplanner in Somerset employer: Truestar Talent Ltd
Join a dynamic financial planning team in Taunton, where your expertise as a Paraplanner will be highly valued. Enjoy the benefits of hybrid working, a supportive and collaborative culture, and ample opportunities for professional development, all while contributing to outstanding client outcomes. With competitive salary packages and a focus on work-life balance, this is an excellent employer for those seeking meaningful and rewarding employment.
