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Senior Paraplanner
Job Posted: 7 hours ago
Salary: £ 50,000 - 50,000 / Annum
Job Type: Permanent
Location: Taunton, Somerset
Expire in: a month
Job Description
Senior Paraplanner
📍 Location: Taunton (Hybrid Working) 3 days office, 2 days WFH.
💼 Salary: up to £50k DOE + Discretionary Bonus & Benefits
About the Company
Join a leading firm in the wealth management sector, renowned for delivering end-to-end services across the wealth value chain, from financial planning and investment management to platform, trading, settlement, and custody services. With a modular service model and a strong acquisition strategy, the company is rapidly expanding its footprint across the UK, offering a dynamic and fast-paced environment for career growth.
The Opportunity
This is an exciting opportunity for a Senior Paraplanner to join a chartered financial planning firm. You'll gain hands-on experience in a high-growth environment, working alongside a team of driven professionals committed to excellence in client service and operational efficiency. Must have strong technical paraplanning experience
Key Responsibilities of the Senior Paraplanner:
Process Leadership: Drive structure and consistency across operational workflows, ensuring seamless case progression from start to finish.
Paraplanning Excellence: Produce high-quality, compliant suitability reports for pensions, investments, and protection products.
Case Oversight: Monitor and manage case pipelines, ensuring timely progression and reducing the need for escalations.
Provider Liaison: Proactively chase providers using automated tools (Outlook and CRM) to eliminate delays.
CRM & Workflow Management: Maintain accurate and up-to-date client records and case notes in Enable.
Team Collaboration: Partner with advisers and administrators to uphold high standards and ensure accountability across the team.As Senior Paraplanner you will need:
Experience: Minimum 3 to 4 years in a paraplanning role, ideally within a chartered or fast-paced financial planning environment.
Qualification: RQF level 4 Diploma in Financial Planning (essential) and/or working towards chartered.
Detail-Oriented:You have a sharp eye for detail and a passion for getting things right the first time.
Must have strong technical paraplanning experience
Process-Driven: You enjoy building and refining systems to improve efficiency and consistency.
Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
Tech-Savvy: Comfortable using CRMs, task management tools, and Outlook automations to streamline workflows.This is an excellent opportunity, to discuss further please contact Marie McDermott at
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
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Looking for your next career move? Join a top company hiring Senior Paraplanner job near me in Taunton, Somerset! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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