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Job Title: Paraplanner (Qualified or Working Towards)
Location: Somerset (Hybrid / Office-Based)
Salary: Competitive, dependent on experience and qualifications (plus benefits)
Employment Type: Full-time / Permanent
About the RoleWe are seeking a professional and detail-oriented Paraplanner to join a growing financial planning team in Somerset. This role will suit either an experienced, qualified paraplanner or an ambitious individual currently working towards a recognised paraplanning/financial planning qualification (e.g., Diploma in Regulated Financial Planning).
You will play a vital role in supporting financial advisers in delivering high-quality advice to clients, ensuring all recommendations are compliant, accurate, and tailored to individual needs.
Key Responsibilities- Prepare detailed suitability reports and recommendation letters based on advisers’ client meetings.
- Research and analyse financial products, investment strategies, pensions, and protection plans.
- Maintain accurate and compliant client records in line with FCA regulations.
- Liaise with product providers to obtain illustrations, valuations, and policy information.
- Ensure all work is delivered within agreed deadlines and quality standards.
- Support advisers in the preparation of client review meetings.
- Keep up to date with market developments, regulatory changes, and new products.
Essential:
- Previous paraplanning or financial services experience.
- Strong technical knowledge of pensions, investments, and protection products.
- Excellent written and verbal communication skills.
- Strong attention to detail and organisational skills.
- Ability to work effectively under pressure and meet deadlines.
Desirable:
- Diploma in Regulated Financial Planning (DipPFS) or working towards this qualification.
- Knowledge of cashflow modelling software and CRM systems.
- Qualified to Level 4 Diploma standard, or actively working towards this with proven progress.
