Paraplanner

Paraplanner Location: Taunton Salary: £45k DOE plus discretionary bonus and benefits. A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment. If you’re a paraplanner looking to gain a huge amount of experience working for a fast paced chartered financial planning company, then this is your opportunity. Key Responsibilities as Paraplanner : • Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish. • Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection. • Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention. • Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks. • CRM & Workflow Management: Maintain accurate client records and case notes in Enable. • Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met. Key experience and skills as Paraplanner: Ambitious: 1 years as a paraplanner, with the drive to become an experienced member of the team. Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed. Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency. Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead. Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations. Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.

Location: Taunton, UK, GB

Posted Date: 7/14/2025