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.
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