Paraplanner

Jo (Mrs H) at Avocet Commercial Careers has an electrifying opportunity for an ambitious Paraplanner with a rapidly expanding wealth management powerhouse in Taunton.

This isn't your typical paraplanning position - it's your launchpad into a dynamic, fast-paced environment where you'll gain invaluable experience while helping shape the future of a company that's actively transforming the wealth management landscape!

About the Client

Our client is a leading firm in the wealth management sector, offering comprehensive services across the entire wealth value chain - from financial planning and investment management to platform, trading, settlement, and custody services. Their modular approach allows clients to adjust their business models as needed, positioning them at the forefront of industry innovation.

About the Role

This hybrid working opportunity (hybrid position available after probation) in Taunton offers the perfect blend of flexibility and career acceleration. You'll be joining a chartered financial planning company during an exciting growth phase, where your contribution will directly impact operational excellence. This role combines the energy of a start-up environment with the security of established backing - perfect for an ambitious paraplanner ready to take their career to the next level while working with cutting-edge processes and systems.

Paraplanner Responsibilities

• Lead process improvements by bringing structure and attention to detail across all operational workflows
• Prepare high-quality suitability reports for investments, pensions, and protection products
• Ensure comprehensive case oversight - tracking, chasing, and progressing every case without delays
• Manage provider follow-ups using automated systems (Outlook and CRM) to eliminate bottlenecks
• Maintain accurate client records and detailed case notes in Enable CRM system
• Collaborate closely with advisers and administrators to drive accountability and maintain high standards
• Take ownership of workflow efficiency, ensuring cases are managed seamlessly from start to finish
• Reduce the need for management intervention through proactive case management
• Contribute to team development and process refinement initiatives

Paraplanner Requirements

• Minimum 1+ years' experience as a paraplanner with ambition to become a senior team member
• Detail-oriented and highly organised - you thrive when creating order and spotting errors
• Process-minded problem solver who enjoys building and refining workflows for maximum efficiency
• Self-starter mentality - you see what needs to be done and take the lead without waiting for instructions
• Tech-savvy with comfort using CRMs, task management systems, and Outlook automations
• Strong communication skills for effective collaboration with advisers and administrators
• Ability to work efficiently in a fast-paced, rapidly changing environment
• Commitment to maintaining high standards and driving continuous improvement

Benefits

• £40,000 - £46,000 depending on experience
• Performance-related additional earnings potential
• 28 days holiday 3 would be allocated for Christmas shutdown plus banks hols
• Hybrid setting after probation has been passed first 3 months will be fully office based
• Company pension scheme and Group Life Assurance
• Health Cash Plan

The Ideal Candidate

You're an ambitious paraplanner who's ready to step up and make a real impact in a fast-growing wealth management firm. With your keen eye for detail and natural problem-solving abilities, you don't just complete tasks - you improve processes and drive efficiency. You thrive in dynamic environments where no two days are the same, and you're excited by the prospect of working with cutting-edge systems while contributing to a company's rapid expansion. Your self-starting attitude and tech-savvy approach make you the perfect fit for a role that combines operational excellence with genuine career advancement opportunities.

Contact Jo (Mrs H) at Avocet Commercial Careers for a discussion about this great opportunity.