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  • Taunton
  • Permanent
  • £35,000 - £43,000 + Bonus & Benefits

Job details.

A privately owned and very successful Independent Financial Planning & Investment Management organisation are seeking to recruit an experienced Paraplanner to join their team. This is an excellent opportunity for a skilled professional seeking a dynamic and rewarding role within a well respected and growing practice.

The company, who have Advisors servicing clients across the UK, specialise in providing Independent Financial Advice across all areas; Pensions, Investments, Protection, Mortgages, IHT etc. They have a varied client base and they tailor their solutions depending on the client's needs.

The role:

  • The Paraplanner will be responsible for analysis and detailed research of funds and providers
  • You will also be tasked with all report writing and product recommendations for presentation to clients in a client meeting with the advisor and/or reports for sending to clients


  • Candidates should have previous experience in a Paraplanner role
  • Ideally candidates will be Diploma qualified
  • Strong Knowledge of Pensions & Investments
  • Proven Report writing experience
  • Clear, concise written communication skills

On offer:

  • Competitive basic salary of up to around £43,000 plus company benefits package
  • Flexible home working
  • Study Support & progression
  • Supportive working environment. Friendly, hard working team.
  • Great management


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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