Share this job
Paraplanner - Taunton
Apply for this job

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.


Key Responsibilities: • 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.


What We’re Looking For:

• Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.

• Detail-Oriented & Organised: 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 Us?


• Make an Impact: You won’t just support advisers—you’ll drive the transformation of our operations.


• Flexible.


• Collaborative Culture: Work alongside a team committed to delivering excellence.


Job Types: Full-time.


Salary £40,000


Benefits


  • Pension


  • Income protection


  • 4 x DIS


  • 25 days holiday#


  • Flexible working



Schedule: • Flexible working 1 day a week at home.


• Monday to Friday


  • Must be working towards or attained level 4 DipPFS




Apply for this job
Powered by