Job title: Paraplanner
Job type: Permanent
Emp type: Full-time
Industry: Wealth & Investment Management
Salary type: Annual
Salary: GBP £45,000.00
Location: Somerset
Job published: 2025-05-22
Job ID: 33231
Contact name: Luke Warner
Contact email: lwarner@birchlakerecruitment.com

Job Description

A new opportunity has become available for an experienced Paraplanner to join a fast-paced chartered financial planning company.
 
Key responsibilities:
  • Process Leadership: Bring structure and attention to detail across all operational workflows, ensuring cases are managed efficiently from start to finish.
  • Paraplanning Excellence: Prepare high-quality suitability reports for investments, pensions, and protection.
  • Case Oversight: Ensure every case is tracked, chased, and progressed without delays, reducing the need for management intervention.
  • Provider Chasing: Manage follow-ups with providers using automated systems (Outlook and CRM) to avoid bottlenecks.
  • CRM & Workflow Management: Maintain accurate client records and case notes in Enable.
  • Team Collaboration: Work closely with advisers and administrators to drive accountability and ensure standards are met.
 
Key requirements:
  • A minimum of 1 year's experience as a paraplanner
  • Excellent organisation and attention to detail skills
  • A natural problem solver who enjoys building and refining workflows
  • Proactive
  • Tech-savvy, comfortable with CRMs and task management systems
 

 On offer is:

  • A salary of up to £45,000 depending on experience
  • Benefits including bonus scheme, pension, DIS, health plan and 25 days holiday
  • The opportunity to drive transformation
  • A collaborative working environment
Apply with indeed
File types (doc, docx, pdf, rtf, png, jpeg, jpg, bmp, jng, ppt, pptx, csv, gif) size up to 5MB
File types (doc, docx, pdf, rtf, png, jpeg, jpg, bmp, jng, ppt, pptx, csv, gif) size up to 5MB