Paraplanner
Job Details
| Reference ID | 2221 |
|---|---|
| Vacancy Location | Taunton |
| Job sector | Paraplanner |
| Job type | Field |
| Remuneration | Salary of £35,000 (full time equivalent) |
Description
Are you an experienced Paraplanner looking for a flexible, part-time role? A well-established financial services firm in Taunton is seeking a skilled Paraplanner to join their tight-knit, supportive office. This role offers the perfect balance between professional growth and work-life flexibility.
As the sole Paraplanner in the Taunton office, you’ll play a crucial role in supporting four financial advisors. You’ll work alongside existing on-site administration staff and have remote support from a Paraplanner in Barnstaple. This position offers the opportunity to make a significant impact in a collaborative environment.
Key Responsibilities:
- Conducting research on financial products and services
- Writing comprehensive financial reports
- Submitting applications
- Assisting with time-sensitive tasks as part of the team
- Maintaining up-to-date knowledge of financial markets and trends
- Using Intelliflo and Defaqto engage software (training provided if needed)
Paraplanner Requirements:
- Proven experience as a Paraplanner in the financial services industry
- Level 4 qualification preferred, but extensive experience is valued more
- Strong analytical and problem-solving skills
- Excellent attention to detail and accuracy
- Good communication skills, both written and verbal
The Company:
This established financial services firm has a strong presence in Taunton. They pride themselves on their supportive team environment and commitment to delivering high-quality financial advice and services. The Taunton office offers a close-knit, collaborative atmosphere where team members assist each other, particularly with time-sensitive tasks.
Paraplanner Benefits:
- Salary of £35,000 full-time equivalent)
- Part-time hours: Choice of 3 days per week or 5 days 10am – 2.30pm (or similar)
- Approximately 20-25 hours per week
- Hybrid working options
- Pension: 4% employer contribution + 4% employee contribution
- On-site free car parking
- Death in service benefit
Location:
Taunton, Somerset
Call us now on 0208 0044 154 or click Apply
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