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  • Taunton
  • Permanent
  • £38,000 - £45,000 + Bonus & Benefits

Job details.

We are working with an award-winning Financial Planning organisation to recruit an additional Paraplanner. Our client has an excellent presence across the South West and are one of the leading names in the region.

As a Paraplanner, you will play a pivotal role in supporting the companies experienced Financial Planners and you will also be a vital point of contact for clients.

Key responsibilities include:

  • Conducting in-depth research on financial products and market trends
  • Preparing detailed financial reports
  • Collaborating closely with financial advisors to develop tailored financial plans for clients
  • Ensuring compliance with industry regulations and internal standards
  • Contributing to the delivery of exceptional client experiences


  • Proven experience in a Paraplanner role.
  • Strong understanding of financial markets, products, and regulatory frameworks.
  • Diploma in Financial Planning or working towards
  • Excellent organisational, analytical, and communication skills.
  • A commitment to upholding the highest ethical standards and maintaining client confidentiality.

This is a fantastic opportunity to join a leading name in the market where you can have a long-term career. Our client is renowned for providing first class training & support and as a result have minimal staff turnover - you will be supported for all market exams and they actively encourage progression within the business.

Our client is offering a competitive basic salary to £45,000 + bonus and company benefits.


  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Director - Financial Services

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