Paraplanner

In a nutshell We're looking for an experienced Senior Paraplanner to join our growing Financial Planning team in Taunton.

Working closely with Financial Planners, Client Executives and fellow Paraplanners, you'll act as a trusted technical specialist, helping shape complex financial planning strategies and ensuring clients receive high-quality, compliant and practical advice.

Beyond preparing suitability reports and technical research, you'll bring insight, challenge and expertise to financial …