Senior Paraplanner
đź“Ť Location: Taunton (Hybrid Working) 3 days office, 2 days WFH.
đź’Ľ Salary: up to ÂŁ50k DOE + Discretionary Bonus & Benefits
About the Company
Join a leading firm in the wealth management sector, renowned for delivering end-to-end services across the wealth value chain, from financial planning and investment management to platform, trading, settlement, and custody services. With a modular service model and a strong acquisition strategy, the company is rapidly expanding its footprint across the UK, offering a dynamic and fast-paced environment for career growth.
The Opportunity
This is an exciting opportunity for a Senior Paraplanner to join a chartered financial planning firm. You’ll gain hands-on experience in a high-growth environment, working alongside a team of driven professionals committed to excellence in client service and operational efficiency. Must have strong technical paraplanning experience
Key Responsibilities of the Senior Paraplanner:
* Process Leadership: Drive structure and consistency across operational workflows, ensuring seamless case progression from start to finish.
* Paraplanning Excellence: Produce high-quality, compliant suitability reports for pensions, investments, and protection products.
* Case Oversight: Monitor and manage case pipelines, ensuring timely progression and reducing the need for escalations.
* Provider Liaison: Proactively chase providers using automated tools (Outlook and CRM) to eliminate delays.
* CRM & Workflow Management: Maintain accurate and up-to-date client records and case notes in Enable.
* Team Collaboration: Partner with advisers and administrators to uphold high standards and ensure accountability across the team.
As Senior Paraplanner you will need:
* Experience: Minimum 3 to 4 years in a paraplanning role, ideally within a chartered or fast-paced financial planning environment.
* Qualification: RQF level 4 Diploma in Financial Planning (essential) and/or working towards chartered.
* Detail-Oriented: You have a sharp eye for detail and a passion for getting things right the first time.
* Must have strong technical paraplanning experience
* Process-Driven: You enjoy building and refining systems to improve efficiency and consistency.
* Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
* Tech-Savvy: Comfortable using CRMs, task management tools, and Outlook automations to streamline workflows.
This is an excellent opportunity, to discuss further please contact Marie McDermott at marie.mcdermott@tate.co.uk