Tate Recruitment
Paraplanner
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Paraplanner
Paraplanner - REMOTE
Location: Taunton, Full‑Time 35 hours per wee
k Remote working (you will be required to go into the office one day per month)
. Salary £40,000 - £48,000 depending upon experience plus benefit
s. 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 Paraplanner 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. Ideally you will live no more than an hour and half from the Taunton of
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fice. What You’ll Be Doing as Remote Parap lannerManaging communications with providers and colleagues to ensure smooth case progr essionGathering illustrations, documents, and key information from provider pla tformsProducing detailed technical research and analysis to support adviser recommend ationsWriting high‑quality suitability reports across pensions, investments, and prot ectionDeveloping your technical expertise with ongoing tr ainingCreating clear handover notes and contributing to process improv ementsSupporting senior paraplanners and operations with workflow, mailbox management, and change initi ativesHelping cultivate a positive, collaborative team c
ulture About You as Remote Para plannerYou 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 supportiv e team.We’re looking for someon e with:✔️ 3+ years in Financial Advice Services (including 2+ years parapl anning)✔️ Diploma in Financial Planning (Level 4) - De sirable✔️ Strong communication and client‑care skills✔️ Excellent organisation and diary man agement✔️ High attention to detail and a problem‑solving mindset✔️ Experience with CRM/IT systems (Intelliflo & Financial Analytics des irable)✔️ A positive, collaborative approach, leading by
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example Core b enefits Financial b enefits:Group Pension with contributions via salary s acrificeGroup life assurance - up to four times your cor e salaryHealth Cash Plan to help cover the costs of everyday he althcare28 Days annual leave – plus bank
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