Paraplanner - Home Based - £25k-£30k+

£30,000 yearly
  • Recruit UK
  • Remote (Taunton, UK)
  • 22/07/2020
Full time Paraplanner

Job Description

• Please mention Financial Planning Jobs when applying for this role • 

Job Title: Paraplanner

Industry: Financial Services

Location: Taunton, Somerset

Salary: £25,000 – £30,000+

Reference Number: 14789

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join a Chartered Wealth Management Firm.

This is an opportunity for someone with experience to secure a new position. The firm is going through a phase of growth and as a result of recent acquisitions and new advisers, they’re looking for an experienced paraplanner to from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry.

Your duties will include but not be limited to:

  • Report writing
  • Fact-finding
  • Client Service/ Review – first contact for clients with any technical queries
  • Prepare recommendations; complete / send documents, application forms, suitability reports
  • Team working; work alongside Paraplanners / Client Administrators / Financial Advisers/Planners
  • Compliance; Maintain client records and update to keep an effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulations
  • Collate and pre-populate New Business / Servicing forms and application packs
  • Produce and issue client fee invoices
  • Assist colleagues during absence and holidays

What’s in it for you:

  • A supportive company that will encourage your development
  • Salary range up to £30,000 (negotiable)
  • Working from home 
  • Excellent setup and back office


Skills and experience required:

  • Experience as a technical paraplanner
  • DipFA qualified or near qualified
  • Direct IFA experience (ideally 3 yrs+) desirable
  • Experience liaising with clients and advisers
  • No face to face experience needed


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Chartered Wealth Management Firm based in Taunton on Paraplanner role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Please mention Financial Planning Jobs when applying for this role •