Truestar Talent Ltd

Paraplanner - £40,000- £45,000 Benefits Chartered Financial Planning Firm Taunton Flexible Working My client, a Chartered Financial Planning firm based in Taunton , is seeking an ambitious Paraplanner to join their growing team. This is an excellent opportunity to accelerate your career and gain exposure to a wide variety of cases within a dynamic and supportive environment. What you'll be doing • Process Leadership - Keep workflows structured and efficient, ensuring cases move seamlessly from start to finish. • Paraplanning Excellence - Prepare high-quality suitability reports across investments, pensions, and protection. • Case Oversight - Track, chase, and progress cases with minimal management input. • Provider Liaison - Use automated systems (Outlook & CRM) to manage provider follow-ups and avoid bottlenecks. • CRM & Workflow Management - Maintain accurate client records and case notes in Enable. • Collaboration - Work closely with advisers and administrators to maintain accountability and high standards. What we're looking for • Minimum 1+ years' paraplanning experience, ideally working towards or holding Level 4 DipPFS. • Highly organised, detail-focused, and proactive. • Process-minded problem solver with a focus on efficiency. • Tech-savvy with CRMs, workflows, and automations. • A self-starter who thrives in a collaborative team environment. What you'll get • Salary: £40,000 • Pension, income protection & 4x DIS • 25 days holiday flexible working (1 day from home) • The opportunity to make a real impact on operations within a forward-thinking Chartered firm If you're ready to take the next step in your paraplanning career, please apply now or get in touch to discuss this opportunity further.