Paraplanner

Job Role: Paraplanner

Location: Taunton

Salary: £45,000

Job Reference: 10212

Recruit UK is working on behalf of a well-established and highly regarded financial planning firm in Taunton to recruit a Paraplanner.

This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality research and reports while working closely with advisers and colleagues to deliver exceptional client outcomes. The firm offers a collaborative environment, strong technical standards, and the flexibility of hybrid working.

The Role

You will play a key role in supporting Financial Advisers by delivering detailed research, technical analysis, and high-quality suitability reports across pensions, investments, and protection.

Your responsibilities will include:

• Sourcing illustrations, documents, and forms from provider platforms and websites.
• Preparing technical research and analysis to support adviser recommendations.
• Producing suitability reports for pensions, investments, and protection.
• Identifying and suggesting improvements to processes and workflows.
• Documenting and updating processes relevant to your role.
• Supporting the Senior Paraplanner and Operations Manager when required with work allocation and mailbox management.
• Contributing to positive change within the team and supporting operational improvements.

Benefits:

• Salary up to £45,000
• Group Pension with contributions 5% employee / 3% employer
• Group Life Assurance of up to 4x salary
• Health Cash Plan
• 28 days annual leave plus bank holidays
• Hybrid working 3 home, 2 office

Skills and experience required:

• Minimum 5 years' experience within Financial Advice Services
• At least 2 years' paraplanning experience
• Diploma in Financial Planning (Level 4)
• Excellent report writing and technical research skills
• Professional, confident, and articulate communication skills
• Empathetic and patient when dealing with complex or challenging situations
• Comfortable using CRM systems and Microsoft Office
• Experience with systems such as Intelliflo and Financial Analytics advantageous