Senior Paraplanner

Tate Recruitment

  • Taunton, Somerset
  • £50,000 per year
  • Permanent
  • Full-time
  • 2 days ago
Senior Paraplanner📍 Location: Taunton (Hybrid Working) 3 days office, 2 days WFH.
💼 Salary: up to £50k DOE + Discretionary Bonus & BenefitsAbout the CompanyJoin a leading firm in the wealth management sector, renowned for delivering end-to-end services across the wealth value chain, from financial planning and investment management to platform, trading, settlement, and custody services. With a modular service model and a strong acquisition strategy, the company is rapidly expanding its footprint across the UK, offering a dynamic and fast-paced environment for career growth.The OpportunityThis is an exciting opportunity for a Senior Paraplanner to join a chartered financial planning firm. You'll gain hands-on experience in a high-growth environment, working alongside a team of driven professionals committed to excellence in client service and operational efficiency. Must have strong technical paraplanning experienceKey Responsibilities of the Senior Paraplanner:
  • Process Leadership: Drive structure and consistency across operational workflows, ensuring seamless case progression from start to finish.
  • Paraplanning Excellence: Produce high-quality, compliant suitability reports for pensions, investments, and protection products.
  • Case Oversight: Monitor and manage case pipelines, ensuring timely progression and reducing the need for escalations.
  • Provider Liaison: Proactively chase providers using automated tools (Outlook and CRM) to eliminate delays.
  • CRM & Workflow Management: Maintain accurate and up-to-date client records and case notes in Enable.
  • Team Collaboration: Partner with advisers and administrators to uphold high standards and ensure accountability across the team.
As Senior Paraplanner you will need:
  • Experience: Minimum 3 to 4 years in a paraplanning role, ideally within a chartered or fast-paced financial planning environment.
  • Qualification: RQF level 4 Diploma in Financial Planning (essential) and/or working towards chartered.
  • Detail-Oriented:You have a sharp eye for detail and a passion for getting things right the first time.
  • Must have strong technical paraplanning experience
  • Process-Driven: You enjoy building and refining systems to improve efficiency and consistency.
  • Proactive: A self-starter who takes initiative and thrives in a dynamic setting.
  • Tech-Savvy: Comfortable using CRMs, task management tools, and Outlook automations to streamline workflows.
This is an excellent opportunity, to discuss further please contact Marie McDermott atPlease be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.Tate is acting as an Employment Business in relation to this vacancy.Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Tate Recruitment