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Posted 6 days ago by Heat Recruitment
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Salary icon £35,000 - £45,000 per annum
Location icon Taunton , Somerset

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We’re looking for an experienced Paraplanner to join a busy Financial Planning department in Taunton.

You will be part of a successful paraplanning team, researching, preparing, and writing reports to assist the thriving IFA's that are employed by the business. You will also support more junior paraplanners, helping them to progress into fully competent successful paraplanners themselves.

What we need from you

  • Client centric attitude
  • Dip PFS or equivalent level 4 qualification
  • Ideally at least 2-3 years of previous experience in paraplanning
  • Great communication skills, and the ability to work within a team
  • A sound knowledge of investments, pensions, IHT planning, trusts and centralised investment propositions.
  • Confidence in using IT software. Experience of using Intelligent Office would be advantageous, as well as experience of using tools such as FE Analytics, Selectapension, Voyant and Cashcalc


  • A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
  • An annual salary review
  • Hybrid working
  • Payment of any professional subscriptions relevant to your role
  • Group pension scheme
  • Life assurance, which includes access to a smart health app
  • An employee assistance programme for you and your family
  • One volunteering day per year
  • Cinema society discounts
  • Bupa health and cash plans available
  • Electric car and cycle to work schemes

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 52452746

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