• Job Reference: 00001118-1
  • Date Posted: 8 April 2024
  • Recruiter: Independent Resourcing Consultancy
  • Location: Taunton, Somerset
  • Salary: On Application
  • Bonus/Benefits: Salary: £45K+
  • Sector: Paraplanning
  • Job Type: Permanent
  • Contact: Eamon Behan
  • Email:

Job Description

We are a well-established firm with a strong reputation in our industry. We pride ourselves on our commitment to excellence and our ability to provide high-quality services to our clients. We are currently seeking an experienced Paraplanner to join our team.

Job Description:

The successful candidate will be responsible for providing high-level support to our financial planning team and onsite, Mon - Fri This includes but is not limited to:

  • Assisting in the research, analysis, and preparation of financial plans
  • Preparing client reports and presentations
  • Liaising with clients and maintaining strong client relationships
  • Ensuring compliance with industry regulations and standards


  • Proven experience as a Paraplanner
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Proficiency in financial planning software
  • Relevant certifications are a plus

Why Join Us?

We offer a competitive salary and a comprehensive benefits package. You’ll be joining a supportive team within a firm that values professional growth and development. We believe in rewarding our employees for their hard work and offer opportunities for advancement.

Next Steps 

Does this sound like an opportunity that aligns with your career ambitions? 

For this immediate opportunity please forward your CV to Eamon Behan today! 

We look forward to starting your journey with you!