Posted 16 March by Lloyd Barnes Recruitment Easy Apply

Our client, a major firm in the provision of Financial and wealth planning services is seeking to appoint an experienced Paraplanner to join their expanding team.

Job Description:

  • Support the Financial Planning team in developing, growing and retaining their portfolio of Clients.
  • Validating and checking valuations
  • Researching and analysing information for client solutions to ascertain viability and ensure due diligence criteria have been fully met
  • Preparing reports ensuring all areas of the client's financial situation are addressed, by cross referencing validation and identifying needs and opportunities
  • Deal with client affairs with integrity and efficiency at all times and in a timely manner
  • Assisting with compliance functions to ensure the business remains compliant with regulatory requirements, including file checking, product research and preparing suitability letters
  • Communicating with clients and providers at all levels via telephone, post or email


  • High competency and sound operating knowledge of technical financial planning systems.
  • Previous experience with Financial Planning
  • Flexible team player
  • Effective communicator with excellent written, verbal and presentation skills
  • Able to maintain high level of confidentiality, diplomacy and discretion
  • Excellent attention to detail
  • Diploma in Financial Planning (Level 4) essential
  • Advanced Diploma in Financial Planning (Level 6) desirable

Based: Taunton

Salary: £35k - £40k

Hours: 9.00am - 5.00pm Monday to Friday, or to meet the demands of the business

Reference: 34700731

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