About

Our client based in Taunton (Hybrid working) requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products. • CII PFS diploma qualified• A Paraplanner background in Financial Services • Excellent numeracy and literacy skills• Ideally educated to A-level standard, or equivalent