Paraplanner ID-1828 – Amazon Store

Paraplanner

Location: Taunton

Salary: £40k plus discretionary bonus and benefits.

A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.

If you’re a paraplanner looking to gain a huge amount of experience working for a fast paced chartered financial planning company, then this is your opportunity.

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Key Responsibilities as Paraplanner

• Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.

• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.

• Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.

• Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.

• CRM & Workflow Management: Maintain accurate client records and case notes in Enable.

• Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.

Key experience and skills as Paraplanner

• Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
• Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
• Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
• Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
• Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.

Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.