https://jobs.co.uk/job/paraplanner-accountancy-action--75c504dd-bd22-4710-9098-4c6fd7f60ec1 RSS feed for Paraplanner at Accountancy Action. en-gb Fri, 24 Jul 2026 05:24:04 GMT https://jobs.co.uk/job/paraplanner-accountancy-action--75c504dd-bd22-4710-9098-4c6fd7f60ec1 https://jobs.co.uk/job/paraplanner-accountancy-action--75c504dd-bd22-4710-9098-4c6fd7f60ec1 Sat, 18 Jul 2026 11:51:30 GMT Location: Taunton | Salary: 45000.00-45000.00 Annual | Type: Permanent | Role We are seeking an experienced and detail-oriented Paraplanner to join our financial planning team. The successful candidate will play a key role in supporting Financial Advisers by preparing high-quality suitability reports, conducting technical research, and ensuring all advice is compliant and aligned with regulatory standards. This is an excellent opportunity for a technically strong individual looking to develop within a supportive and client-focused environment.Responsibilities:Prepare accurate and compliant suitability reports based on adviser recommendations Conduct in-depth financial product and fund research Analyse client information including income, assets, pensions, investments, and protection needs Support advisers in the development of financial planning strategies Ensure all advice aligns with FCA regulations and internal compliance standards Liaise with advisers and administrators to gather and clarify client information Assist in preparing cashflow modelling and financial planning scenarios where required Maintain accurate and well-organised client recordsKeep up to date with financial products, legislation, and market changes Skills and Experience Required:D... Permanent