Paraplanner
Taunton,
Financial planning
Financial planning jobs
Be forward thinking. Be brilliant.
Build trust. Change lives.
Whether you’re advising clients, building high-quality financial plans, or making sure every client experience runs smoothly, you’ll play a part in helping people make confident decisions at pivotal moments in their lives. You’ll contribute to long-term relationships built on trust – understanding what matters most to each client and helping turn this into a practical plan they can believe in.
This might mean supporting someone to retire on their terms, helping a family after a bereavement, guiding clients through a business sale, planning for care later in life, providing for children and grandchildren, or making sustainable investment choices. Whatever your role, you’ll help deliver advice and support which makes a real difference – for the big decisions and the reassurance in between.
You’ll work with individuals, couples and business owners, often including family businesses. Financial planners have the autonomy to manage client relationships day-to-day and, with support, build their client base over time. Paraplanners and client executives play an equally important role in shaping high-quality advice, keeping clients informed and making sure every part of the client journey is handled with care.
You’ll be backed by a large, collaborative team, so you can draw on specialist expertise when faced with complex client needs. You’ll have access to support around investments and compliance, plus our friendly team of around 55 people to sense-check ideas with. There’s always someone to talk things through – whether it’s a technical question, a planning challenge or you want a sounding board to explore how best to navigate a sensitive client situation.
Your development matters. We’ll take time to understand what you want from your career – whether that’s a clear route into a planner role, stepping into leadership, specialising, or becoming outstanding in your current position. We offer a clear progression from client executive, to paraplanner to financial planner. You’ll have your own development programme with regular check-ins and support for professional qualifications (including from the Chartered Insurance Institute).
Employee stories
"One of the things I enjoy most about my role is building long-term relationships with clients and helping them gain confidence in their financial future. No two clients are the same and it is incredibly rewarding to see the positive impact that thoughtful financial planning can have on people’s lives."
Ruby, Financial planner
Financial planning jobs FAQs
It depends on the role, but essentially, being a people person with great communication skills is what you need in this team. Candidates who love business and are numerate are highly desirable and would be a perfect fit for our financial planning jobs.
We invest in people and we develop people in the team. We’ve got a good reputation because we do the right things by our clients and by our colleagues. There’s an open and caring culture with a flat structure. The management team are accessible and everyone has a voice. Our great range of clients will push your learning to the maximum and we’ll support you to grow in the direction that best fulfils your potential.
We work in regional teams, which allows colleagues to build strong local connections while still being part of the wider business – coming together as a firm a couple of times a year.
At a regional level, teams get together more regularly through social activities, volunteering days and other non-work-related events. These provide opportunities to build relationships, support local communities and enjoy time together outside of day-to-day work.
We also stay connected through regular meetings and virtual collaboration, helping colleagues keep in touch, share updates and maintain strong working relationships regardless of location.