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Permanent

Paraplanner

Truestar Talent Ltd
Taunton
money-bag £40000 Annual
Posted: 27 June 2026 (2 days ago)
Closing date: 27 July 2026
Ref: 3128998702

Taunton. Hybrid/Remote. Full-Time Permanent. 35 Hours per WeekSalary: £40,000 - £50,000 + Excellent BenefitsMy client is looking for an experienced Paraplanner to join a friendly, supportive and forward-thinking financial planning team.This is an excellent opportunity for someone who enjoys technical research, report writing and working closely with advisers to deliver outstanding client outcomes. The role offers significant flexibility, with predominantly remote working and occasional attendance at the Taunton office.Benefits£40,000 - £50,000 salaryHybrid and flexible workingGroup Pension SchemeLife Assurance (up to 4x salary)Health Cash Plan28 days holiday plus Bank HolidaysOngoing training and professional developmentFriendly, collaborative team environmentKey ResponsibilitiesPrepare high-quality suitability reports for pensions, investments and protectionConduct technical research and analysis to support recommendationsObtain provider information, illustrations and documentationCollaborate with advisers and colleagues to deliver excellent client serviceIdentify process improvements and efficienciesSupport team projects and ongoing business improvementsAbout YouMinimum 5 years'' Financial Services experienceAt least 3 years'' Paraplanning experienceDiploma in Financial Planning preferredStrong technical, research and report-writing skillsExcellent organisational and communication abilitiesProactive, analytical and detail-focusedExperience with financial planning systems ..... full job details .....

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