Paraplanner

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 Role

We 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.

Skills & Experience

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.

Qualifications

• Qualified to Level 4 Diploma standard, or actively working towards this with proven progress.