Paraplanner ID-1828 – Amazon Store
Paraplanner
Location: Taunton
Salary: £40k plus discretionary bonus and benefits.
A leading firm in the wealth management sector, offering a broad range of services across the entire wealth value chain—from financial planning and investment management to platform, trading, settlement, and custody services is recruiting for a Paraplanner. The company's strategy is to provide modular, incremental services to clients, allowing them to adjust their business models as needed. The firm is also actively acquiring UK-based asset managers and other wealth-related businesses, creating a dynamic and rapidly expanding environment.
If you’re a paraplanner looking to gain a huge amount of experience working for a fast paced chartered financial planning company, then this is your opportunity.
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Key Responsibilities as Paraplanner :
• Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
• Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
• Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
• Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
• CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
• Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
Key experience and skills as Paraplanner:
Ambitious: 1+ years as a paraplanner, with the drive to become an experienced member of the team.
Detail-Oriented & Organized: You thrive when creating order, spotting errors, and ensuring nothing gets missed.
Process-Minded: A natural problem solver who enjoys building and refining workflows for efficiency.
Self-Starter: You don’t wait for instructions—you see what needs to be done and take the lead.
Tech-Savvy: Comfortable with CRMs, task management systems, and Outlook automations.
Why Join our client: Joining the team offers a unique combination of start-up energy and the security of private equity backing. It's an inspiring time to be part of a rapidly expanding company through strategic acquisitions.
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