Jo (Mrs H) at Avocet Commercial Careers has an electrifying opportunity for an ambitious Paraplanner with a rapidly expanding wealth management powerhouse in Taunton.

This isn't your typical paraplanning position - it's your launchpad into a dynamic, fast-paced environment where you'll gain invaluable experience while helping shape the future of a company that's actively transforming the wealth management landscape!

About the Client

Our client is a leading firm in the wealth management sector, offering comprehensive services across the entire wealth value chain - from financial planning and investment management to platform, trading, settlement, and custody services. Their modular approach allows clients to adjust their business models as needed, positioning them at the forefront of industry innovation.

About the Role

This hybrid working opportunity (hybrid position available after probation) in Taunton offers the perfect blend of flexibility and career acceleration. You'll be joining a chartered financial planning company during an exciting growth phase, where your contribution will directly impact operational excellence. This role combines the energy of a start-up environment with the security of established backing - perfect for an ambitious paraplanner ready to take their career to the next level while working with cutting-edge processes and systems.

Paraplanner Responsibilities

Lead process improvements by bringing structure and attention to detail across all operational workflows
Prepare high-quality suitability reports for investments, pensions, and protection products
Ensure comprehensive case oversight - tracking, chasing, and progressing every case without delays
Manage provider follow-ups using automated systems (Outlook and CRM) to eliminate bottlenecks
Maintain accurate client records and detailed case notes in Enable CRM system
Collaborate closely with advisers and administrators to drive accountability and maintain high standards
Take ownership of workflow efficiency, ensuring cases are managed seamlessly from start to finish
Reduce the need for management intervention through proactive case management
Contribute to team development and process refinement initiatives

Paraplanner Requirements

Minimum 1+ years' experience as a paraplanner with ambition to become a senior team member
Detail-oriented and highly organised - you thrive when creating order and spotting errors
Process-minded problem solver who enjoys building and refining workflows for maximum efficiency
Self-starter mentality - you see what needs to be done and take the lead without waiting for instructions
Tech-savvy with comfort using CRMs, task management systems, and Outlook automations
Strong communication skills for effective collaboration with advisers and administrators
Ability to work efficiently in a fast-paced, rapidly changing environment
Commitment to maintaining high standards and driving continuous improvement

Benefits

£40,000 - £46,000 depending on experience
Performance-related additional earnings potential
28 days holiday 3 would be allocated for Christmas shutdown plus banks hols
Hybrid setting after probation has been passed first 3 months will be fully office based
Company pension scheme and Group Life Assurance
Health Cash Plan

The Ideal Candidate

You're an ambitious paraplanner who's ready to step up and make a real impact in a fast-growing wealth management firm. With your keen eye for detail and natural problem-solving abilities, you don't just complete tasks - you improve processes and drive efficiency. You thrive in dynamic environments where no two days are the same, and you're excited by the prospect of working with cutting-edge systems while contributing to a company's rapid expansion. Your self-starting attitude and tech-savvy approach make you the perfect fit for a role that combines operational excellence with genuine career advancement opportunities.

Contact Jo (Mrs H) at Avocet Commercial Careers for a discussion about this great opportunity.

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