Full job descriptionAre you a Diploma qualified Paraplanner looking to join a supportive financial planning firm where you can focus on delivering quality work, develop your technical expertise and be part of a genuinely collaborative team?
We’re partnering with an award winning financial planning firm that’s built an outstanding reputation for client service and employee satisfaction. With an established client base and a strong team around you, this is a fantastic opportunity to join a business that values its people and takes pride in delivering the best possible outcomes for its clients.
You’ll be joining a friendly, family feel environment with a pooled paraplanning support model, encouraging collaboration across the team and providing the opportunity to work alongside Financial Advisers on a varied range of cases.
What’s in It for You?
*Salary of £40,000–£50,000, depending on experience
*Supportive, friendly and collaborative team
*Pooled paraplanning support model
*Varied workload across pensions, investments and wider financial planning
*Opportunities for ongoing professional development
*Established and growing financial planning business
*Modern offices in Taunton


What We’re Looking For
*Diploma qualified in Financial Planning (DipPFS, DipFA or equivalent).
*Previous experience in a paraplanning role within an IFA or financial planning environment.
*Strong technical knowledge across pensions, investments and financial planning products.
*Experience preparing suitability reports and supporting Financial Advisers with client recommendations.
*Excellent analytical skills and attention to detail.
*Strong written communication and organisational skills.
*A collaborative team player who takes pride in producing high quality work and delivering excellent client outcomes.