Paraplanner

Paraplanner

Location: Taunton, Full‑Time 35 hours per week

This position is based in our clients Taunton office with the flexibility for some hybrid working from home as agreed.

Salary £38,000 - £45,000 depending upon experience, with a minimum of 2 days per week in the Taunton office, 3 days WFH.

Are you an experienced Paraplanner who thrives in a fast‑paced, client‑focused financial planning environment? If you love producing high‑quality technical work and want to be part of a supportive, forward‑thinking team, this opportunity could be perfect for you.

We're looking for a proactive, confident individual with a can‑do mindset to support Financial Advisers through exceptional research, analysis, and report writing. If you're driven, analytical, and passionate about delivering an outstanding client experience, we'd love to connect.

What You'll Be Doing as Paraplanner

• Managing communications with providers and colleagues to ensure smooth case progression
• Gathering illustrations, documents, and key information from provider platforms
• Producing detailed technical research and analysis to support adviser recommendations
• Writing high‑quality suitability reports across pensions, investments, and protection
• Developing your technical expertise with ongoing training
• Creating clear handover notes and contributing to process improvements
• Supporting senior paraplanners and operations with workflow, mailbox management, and change initiatives
• Helping cultivate a positive, collaborative team culture

About You

You pride yourself on accuracy, clarity, and professionalism. You enjoy working closely with advisers and paraplanners to deliver an exceptional client service and value being part of a supportive team.

We're looking for someone with:
✔️ 5+ years in Financial Advice Services (including 2+ years paraplanning)
✔️ Diploma in Financial Planning (Level 4)
✔️ Strong communication and client‑care skills
✔️ Excellent organisation and diary management
✔️ High attention to detail and a problem‑solving mindset
✔️ Experience with CRM/IT systems (Intelliflo & Financial Analytics desirable)
✔️ A positive, collaborative approach, leading by example

Core benefits

Financial benefits:

• Group Pension with contributions via salary sacrifice
• Group life assurance - up to four times your core salary
• Health Cash Plan to help cover the costs of everyday healthcare
• 28 Days annual leave - plus bank holidays

Please 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.