Paraplanner

Paraplanner – Diploma Qualified

📍 Taunton, Somerset | 💰 £40,000–£50,000 (DOE)

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 development
• Established 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.

📩 Interested? Drop me a message to find out more.