Paraplanner

Are you an experienced Paraplanner looking for a flexible, part-time role? A well-established financial services firm in Taunton is seeking a skilled Paraplanner to join their tight-knit, supportive office. This role offers the perfect balance between professional growth and work-life flexibility.

As the sole Paraplanner in the Taunton office, you'll play a crucial role in supporting four financial advisors. You'll work alongside existing on-site administration staff and have remote support from a Paraplanner in Barnstaple. This position offers the opportunity to make a significant impact in a collaborative environment.

Key Responsibilities:

• Conducting research on financial products and services
• Writing comprehensive financial reports
• Submitting applications
• Assisting with time-sensitive tasks as part of the team
• Maintaining up-to-date knowledge of financial markets and trends
• Using Intelliflo and Defaqto engage software (training provided if needed)

Paraplanner Requirements :

• Proven experience as a Paraplanner in the financial services industry
• Level 4 qualification preferred, but extensive experience is valued more
• Strong analytical and problem-solving skills
• Excellent attention to detail and accuracy
• Good communication skills, both written and verbal

The Company:

This established financial services firm has a strong presence in Taunton. They pride themselves on their supportive team environment and commitment to delivering high-quality financial advice and services. The Taunton office offers a close-knit, collaborative atmosphere where team members assist each other, particularly with time-sensitive tasks.

Paraplanner Benefits:

• Salary of £35,000 full-time equivalent)
• Part-time hours: Choice of 3 days per week or 5 days 10am - 2.30pm (or similar)
• Approximately 20-25 hours per week
• Hybrid working options
• Pension: 4% employer contribution + 4% employee contribution
• On-site free car parking
• Death in service benefit

Taunton, Somerset

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