Senior Paraplanner

My client is seeking an accomplished Senior Paraplanner to join its established Financial Planning function in Taunton. This is an excellent opportunity for a technically strong paraplanning professional to take ownership of complex financial planning cases, provide specialist support to financial advisers and play an influential role in maintaining and enhancing the quality of client advice.

Working alongside Financial Planners and other financial services professionals, you will be involved in developing robust financial planning solutions across a broad range of client circumstances. The position offers considerable scope to apply your technical expertise, influence recommendations and help ensure that financial strategies are both appropriate and aligned with individual client objectives.

Alongside your own caseload, you will act as a source of technical guidance for colleagues, contribute to the development of less experienced team members and help drive improvements in working practices.

My client offers a collaborative working environment, a flexible hybrid arrangement and a comprehensive benefits package designed to support employees' professional development and overall wellbeing.

Key Responsibilities

As Senior Paraplanner, you will play an important role in the technical delivery of the financial planning service, with responsibilities including:

• Complex Case Management: Take responsibility for technically demanding financial planning cases involving pensions, investments, protection and wider financial planning considerations.
• Technical Guidance: Provide specialist input on challenging cases and act as a point of reference for colleagues requiring support with technical or regulatory matters.
• Financial Planning Documentation: Prepare clear, comprehensive suitability reports that explain recommendations effectively and meet relevant compliance standards.
• Research and Strategy Development: Investigate and compare financial products, investment options and planning strategies, assessing their suitability against client needs and long-term objectives.
• Critical Analysis: Evaluate proposed recommendations, identify potential risks or alternative approaches, and work collaboratively with Financial Planners to strengthen the quality of advice.
• Cashflow Modelling: Use financial planning software and cashflow projections to assess different scenarios and support informed, long-term financial decisions.
• Information and Risk Assessment: Review client fact finds, risk profiles and supporting documentation, identifying missing information, inconsistencies or areas requiring further analysis.
• Provider and Client Liaison: Work with financial product providers, clients and internal stakeholders to resolve queries, gather information and progress cases efficiently.
• New Business Processing: Prepare application paperwork and supporting documentation for new investments, policy arrangements and amendments to existing plans.
• Technical Review and Quality Control: Review complex financial planning work and reports, offering practical feedback to promote accuracy, consistency and high professional standards.
• Colleague Development: Share technical knowledge, mentor other paraplanners and help colleagues build their confidence and capability.
• Stakeholder Relationships: Establish effective working relationships with Financial Planners, offering constructive challenge and identifying opportunities to improve client recommendations.
• Process and Regulatory Improvements: Contribute to projects that enhance operational efficiency and help embed changes arising from new legislation, regulation or industry developments.

What My Client Is Looking For

To succeed in this position, you will bring substantial paraplanning experience, strong technical knowledge and the confidence to take ownership of complex cases.

The ideal candidate will have:

• Significant experience working as a Paraplanner within a financial planning or wealth management environment.
• A minimum of the CII Level 4 Diploma in Financial Planning, or an equivalent recognised qualification.
• Progress towards Chartered Financial Planner status would be advantageous.
• Strong technical knowledge spanning pensions, investments, protection and holistic financial planning.
• A proven ability to research, analyse and support complex financial planning recommendations.
• A sound understanding of FCA requirements, compliance standards and the importance of achieving positive client outcomes.
• Excellent report-writing skills and the ability to communicate technical information clearly and accurately.
• Experience using financial planning systems, cashflow modelling software and CRM platforms.
• The confidence to explain complex financial concepts to a range of audiences.
• Strong interpersonal skills and the ability to build effective relationships with clients and colleagues.
• Excellent organisation, attention to detail and the ability to manage competing priorities.
• A proactive approach to problem-solving, continuous improvement and maintaining consistently high standards.

Salary and Benefits

My client recognises the importance of attracting and retaining talented financial planning professionals and offers a broad package of financial, health, lifestyle and career benefits.

Financial Benefits

• Pension scheme: Employer and employee contributions towards a group personal pension.
• Life assurance: Cover of up to four times basic annual salary.
• Income protection: Access to group income protection following six months of service.
• Healthcare cash plan: Financial support towards eligible everyday healthcare costs, including free cover for up to four dependent children who meet the scheme's eligibility criteria, with the option to add a partner or spouse.

Health and Wellbeing

• Access to confidential counselling and emotional support for employees and their immediate families.
• Virtual GP appointments and second-opinion medical services.
• Support from trained Mental Health First Aiders.
• A cycle-to-work scheme, with eligible purchases of bikes and accessories up to £4,000.
• Discounted access to participating gyms, swimming pools and fitness studios.
• Digital health and wellbeing resources.
• Dedicated support and resources for colleagues experiencing menopause.

Holiday and Lifestyle Benefits

• The option to purchase up to five additional days of annual leave, subject to the scheme's terms.
• Family-friendly policies, including enhanced family leave arrangements, coaching and access to a parent support network.
• One paid volunteering day each year to support a local charity or community organisation.
• An electric vehicle leasing scheme for eligible employees.
• Recognition and gifts to mark significant career and family milestones.
• Wellbeing sessions covering mental, physical and financial health.

Professional Development and Employee Support

• Opportunities to develop technical expertise and progress your financial planning career.
• Access to expert-led learning sessions and development resources.
• A supportive working environment that encourages collaboration, professional growth and employee wellbeing.
• Access to a charitable support fund for eligible current and former employees experiencing financial hardship.

Benefits are subject to eligibility criteria, scheme rules and the terms applicable to the successful candidate.

Take the Next Step in Your Career

If you are an experienced Paraplanner looking for a senior technical role where you can work on complex cases, support the development of colleagues and make a meaningful contribution to the quality of financial planning advice, this opportunity could be an excellent fit.

My client offers the chance to develop your expertise within a professional, supportive environment while benefiting from hybrid working and a strong overall benefits package.

Interested in finding out more? Apply today to discuss this Senior Paraplanner opportunity in Taunton.