Paraplanner

Senior Paraplanner Taunton Hybrid Working (3 Days Office, 2 Days Home) Up to £50,000 + Excellent Benefits Are you an experienced Paraplanner looking for a role where your expertise will genuinely influence client outcomes and financial planning strategies? This is an exciting opportunity to join a highly regarded and growing financial planning team where you''ll work closely with Financial Planners and Client Executives to deliver exceptional advice and long-term financial solutions. More than a traditional paraplanning position, you''ll play a key role in shaping client recommendations, contributing to complex cases, and helping clients achieve their financial goals. You''ll be part of a collaborative and supportive environment that encourages professional development, career progression, and continued learning. The Role As a Senior Paraplanner, you will: Work closely with Financial Planners and Client Executives to deliver a seamless client experience. Produce high-quality suitability reports that clearly explain recommendations and outcomes. Conduct technical research across pensions, investments, protection, and wider financial planning areas. Use cashflow modelling and scenario planning tools to support client decision-making. Analyse and review fact-finds, risk profiles, and client information to identify opportunities and potential gaps. Assist in the development and review of complex financial planning strategies. Prepare application forms and supporting ..... full job details .....