Are 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 developmentEstablished 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.
If you’re a Diploma qualified Paraplanner looking for your next opportunity within a supportive, established firm that values teamwork and quality, we’d love to hear from you.
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