Paraplanner (2578)

Ref: 2578
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Salary up to £45k DOE | Hybrid | Taunton 

Are you a meticulous planner with a passion for finance? Dive into a rewarding career as a Paraplanner! 

Our client, one of the South West’s leading Accountancy firms dedicated to empowering their clients to achieve their financial goals has an exciting opportunity for a Paraplanner to join their team.  

This is a full-time permanent position with flexible and hybrid working.  

Paraplanner responsibilities include:  

  • Respond to Advisor queries promptly 
  • Conducting product/plan research to be able to produce draft suitability reports for Advisor approval 
  • Build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues or clients 
  • Maintaining your technical knowledge 
  • Assist with other duties as required 

Paraplanner requirements include:  

  • CII Level 4 qualified or working towards 
  • A high level of professionalism to deliver Advisor service excellence 
  • Ability to multitask and meet deadlines 
  • The ability to communicate confidently, clearly, and effectively at all levels 
  • Excellent attention to detail and a high degree of accuracy 

Benefits of Paraplanner include:  

  • Flexible and hybrid working 
  • 22 days plus bank holidays increasing by one day per year to a maximum of 27 days 
  • Paid study leave while working towards a relevant qualification 
  • Free onsite parking 
  • WPA Health Insurance 
  • Employer Pension Contributions 
  • Corporate Gym Membership Rates 
  • Cycle scheme 
  • Discount with Vodafone 
  • Dell Advantage Programme 
  • Client Introducer Bonus 
  • Employee Referral Bonus 
  • Professional Subscriptions 
  • Internal Training 
  • Free eye tests 
  • Flu Vaccination 

Recruitment Consultant: Jo Howell 

Ref: 10424 

Note on Sponsorship: We regret to inform you that at this time, we cannot offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.