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Permanent

Paraplanner

Taunton
money-bag 40000.00-40000.00 Annual
3085435787
Posted 5 days ago

Job Role: ParaplannerLocation: TauntonSalary: £45,000Job Reference: 10212Recruit UK is working on behalf of a well-established and highly regarded financial planning firm in Taunton to recruit a Paraplanner.This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality research and reports while working closely with advisers and colleagues to deliver exceptional client outcomes. The firm offers a collaborative environment, strong technical standards, and the flexibility of hybrid working.The RoleYou will play a key role in supporting Financial Advisers by delivering detailed research, technical analysis, and high-quality suitability reports across pensions, investments, and protection.Your responsibilities will include:Sourcing illustrations, documents, and forms from provider platforms and websites.Preparing technical research and analysis to support adviser recommendations.Producing suitability reports for pensions, investments, and protection.Identifying and suggesting improvements to processes and workflows.Documenting and updating processes relevant to your role.Supporting the Senior Paraplanner and Operations Manager when required with work allocation and mailbox management.Contributing to positive change within the team and supporting operational improvements.Benefits:Salary up to £45,000Group Pension with contributions 5% employee / 3% employerGroup Life Assurance of up to 4x salaryHealth Cash Plan 28 days annual leave plus ..... full job details .....

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