Paraplanner
Location: Burnham-on-Sea, TA8 2AS
Working Hours: 37.5-hour working week, Monday to Friday (08:45 am 5:15 pm) with 1-hour lunch break
Salary: £26,000 £35,000 (depending on experience and qualifications)
The Role
Our client is dedicated to helping clients achieve their financial goals through personalised planning and advice. They pride themselves on the quality of their advice, superior client outcomes, and building a strong, successful business founded on trust and professionalism.
They are seeking a Paraplanner to support the delivery of high-quality, client-focused financial planning. You will work closely with advisers to develop, maintain and evolve lifetime financial strategies for clients.
This role goes beyond traditional report writing, contributing to the design, analysis, and ongoing refinement of financial plans. You will help ensure clients feel confident, informed, and supported throughout their financial journey.
Working within a structured planning framework, alongside the adviser you will ensure all recommendations are robust, tax-efficient, clearly communicated, and aligned with client objectives both now and in the future.
Key Responsibilities
Financial Planning & Strategy
Analyse client circumstances, objectives and financial position to support the development of holistic financial plans
Contribute to the design of planning strategies across accumulation, decumulation and protection
Support advisers in creating sustainable, long-term financial plans aligned to client goals
Assist in stress testing plans against risks, life events and changing circumstances with cashflow modelling
Research and Analysis
Conduct detailed research across investments, pensions, protection and tax planning solutions
Compare providers, products, charges and outcomes to support suitable recommendations
Maintain a strong understanding of market developments, legislation and best practice planning approaches
Suitability & Report Writing
Prepare high-quality, compliant and client-friendly suitability reports
Clearly articulate the rationale behind recommendations in a way that supports client understanding and confidence
Ensure consistency, accuracy and clarity across all written outputs
Ongoing Planning Support
Support ongoing client reviews by analysing progress against financial plans and identifying required adjustments
Assist advisers in updating strategies in response to client needs, legislative changes or market conditions
Contribute to maintaining long-term client relationships through consistent, high-quality planning support
Compliance and Quality Assurance
Ensure all work adheres to FCA regulations and internal compliance standards
Maintain accurate, complete and well-documented client files
Support internal quality checks and respond to compliance feedback where required
Collaboration & Client Experience
Work closely with advisers, paraplanners and adviser support teams to ensure a smooth and efficient advice process
Support the preparation for client meetings and follow-up actions where required
Help ensure clients receive a clear, professional and consistent experience throughout their journey
Requirements
Essential
Minimum 1 year experience in paraplanning or technical financial services
Strong understanding of financial planning principles (pensions, investments, protection)
Excellent analytical and research skills
High attention to detail and commitment to quality
Strong written communication skills with the ability to simplify technical concepts for clients
Ability to produce clear, accurate and compliant suitability reports
Understanding of FCA compliance requirements and internal standards
Proficient in Microsoft Office and Outlook
Strong team and cultural fit
Desirable
Diploma in Regulated Financial Planning (or working towards)
Experience with cashflow modelling and financial planning tools
Knowledge of tax planning and long-term financial strategy design
Experience using Intelligent Office / Intelliflo
Personal Attributes
Personable, professional and team-oriented
Willingness to learn and contribute
Highly presentable with strong interpersonal skills
Ideally living within a 10-mile radius / 1520 minute commute
Whats in It For You
23 days holiday plus bank holidays, increasing after 2 years service (+1 day in year 3 and +1 day in year 4)
Fully office-based role with a strong in-office learning culture and collaboration
Monthly external coach/counsellor visits for wellbeing support
Staff wellbeing and challenge app with rewards system (vouchers; approx. £150£200 tax-free rewards per annum, dependent on engagement)
Pension scheme: 5% employer contribution, minimum 5% employee contribution
Life cover/death in service at approximately 3x salary
Discretionary / ad hoc bonuses
Whats next? Its easy! Click APPLY now! We cant wait to hear from you!
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