Paraplanner
If you want to know about the requirements for this role, read on for all the relevant information.
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? xsngvjr Its easy! Click APPLY now! We cant wait to hear from you!
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