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.