Financial Services Paraplanner

  • Location

    Taunton, Somerset

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Highly Competitive

  • Contact:

    Lucy Wiltshire

  • Contact email:

  • Job ref:


  • Published:

    2 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


We are seeking an experienced and highly competent Paraplanner for a forward thinking financial services organisation based in Taunton. The role will involve completing a variety of the non-client facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients.

If successful you will be responsible for preparing and maintaining client files, undertaking research and preparing recommendations to meet a client's needs and objections and preparing suitability reports. You will be working as part of a dedicated team alongside the firm's advisers and administrators to provide clients with a professional ongoing Financial Planning experience. Maintaining high levels of compliance and keeping up to date with new product, technical or legislative changes within the marketplace will be key to ensuring your success in the role.

In addition, to apply we will be looking for you to hold a detailed knowledge of the both the FCA's rules and requirements and also the FCA's and the firm's record keeping requirements. You will need a broad and thorough knowledge of the financial services industry and also a high level of technical knowledge. You will need to hold your Diploma in Regulated Financial Planning or be working towards it. You will also need excellent communication skills, both written and verbal and the ability to pay high attention to detail. Great time management skills and the ability to work to deadlines are also essential.

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.