Junior Paraplanner

Jo (Mrs H) at Avocet Commercial Careers has an outstanding opportunity for a Junior Paraplanner with an established firm in Taunton.

This entry-level role could be your pathway to developing full paraplanner status while working with experienced professionals in a supportive, collaborative environment!

About the Client

Our client is an established financial services firm with a strong reputation for delivering outstanding client service and comprehensive financial planning solutions.

With their commitment to excellence and collaborative approach, they offer the perfect setting for launching your paraplanning career.

About the Role

This full-time permanent position (35 hours per week) is based in Taunton with flexibility for hybrid working arrangements. You'll be working closely with Financial Advisers, Paraplanners, and colleagues to elevate client experiences while developing your analytical skills and working towards full paraplanner status through comprehensive training and support.

Junior Paraplanner Responsibilities

• Manage communications with providers and colleagues via phone, email, and messaging systems
• Source key information for paraplanners and advisers from provider systems and telephone/email
• Prepare research and analysis documents to support the paraplanning team
• Pre-populate forms with client information and liaise with colleagues on advice recommendations
• Package reports and letters ensuring all documents and forms are properly enclosed
• Prepare simple letters and annual review documents with increasing complexity as skills develop
• Complete additional training and regulatory exams while actively working towards paraplanner status
• Document and update processes while sharing knowledge with colleagues
• Identify improvement opportunities and flag efficiencies with line manager

Junior Paraplanner Requirements

• Minimum 2 years experience in Financial Advice Services
• Excellent interpersonal and client care skills
• Proven ability to work under own initiative and prioritised tasks effectively
• Excellent diary management, planning, and organisational skills
• Professional, articulate, and confident approach
• Keen attention to detail with strong problem-solving mindset
• Empathetic and patient when dealing with difficult situations
• Competent with IT systems, especially Microsoft Office
• Confidence to ask questions with a "can do" attitude
• Motivated, flexible, and proactive with ability to multi-task around tight deadlines

Desirable:

• R01 qualification (equivalent experience acceptable for those without industry exams)

Benefits

• Competitive salary of £30k - £36k DOE
• Hybrid working arrangements and 35 hours per week
• 28 days annual leave plus bank holidays
• Company pension scheme and Group Life Assurance
• Health Cash Plan
• Career development
• Plus more!

The Ideal Candidate

You're an analytical professional with financial services experience who's eager to develop specialised paraplanning expertise. With your pragmatic mindset and attention to detail, you take pride in achieving high standards while building excellent working relationships. You thrive in collaborative environments, enjoy problem-solving, and are motivated by the opportunity to progress towards full paraplanner status with comprehensive training and support from experienced professionals.

Contact Jo (Mrs H) at Avocet Commercial Careers for an informal discussion about this role.