Paraplanner, Taunton (BW-1631)

Are you an experienced Paraplanner looking for your next role in the Somerset area?

We are delighted to be working with this key employer in the locality, who provide high-quality advice to over 5000 local and national businesses and individuals. Their values motivate their people to help businesses and individuals achieve their objectives:

• They are friendly, fair and forward thinking with a can-do attitude. They collaborate to achieve, and pride themselves on being trustworthy, progressive and impactful.
• Their people are vital to their continued success, and they are always looking to train and develop individuals.
• They are proud to be an "Outstanding Place to Work" and a top 20 employer in the South-West! They were also voted one of the "Best Financial Advisers to Work For" in the 2022 Professional Adviser awards.
• They offer a fantastic place to work, with a competitive and flexible benefits package.

Job Role

This firm are seeking an experienced Paraplanner, to join their busy financial planning team at the Taunton office.

You will be part of the Paraplanning team, researching, preparing, and writing a wide range of reports within given timescales. You’ll maintain excellent service to their existing clients and provide overall support for the Financial Planners.

Essential Skills and Attributes Required

• For you to be service focused, offering great client care, especially over the phone
• Dip PFS or equivalent
• Ideally at least 2-3 years previous experience in a similar role
• Great communication skills, and the ability to work within a team
• A sound knowledge of investments, pensions, IHT planning and centralised investment propositions

Desirable Skills and Attributes

• Knowledge of trusts
• Experience of using Intelligent Office client database/back-office system would be welcomed, as well as experience of using research tools such as
• FE Analytics and Selectapension, and cashflow modelling software such as Voyant and Cashcalc

The Package:

• Competitive basic salary based on skills, qualifications, and experience
• Attractive employee benefits package
• Full time, 37.5 hours a week