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  • Location:

    Taunton, Somerset

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Startdate:


Job Description

Are you an experienced Paraplanner looking for your next role in the Taunton area? or maybe you are looking to join a well-known Accountancy practice to further your experience and career in the financial sector?

Brook Street have an exciting role to join a wonderful Chartered Accountants with several offices spanning the South West. With a supportive environment and clear progression throughout, this has been voted one of the best places to work!

Monday - Friday 37.5 hours a week and Permanent.

To be considered for this role as Paraplanner it is desired that you have worked in a similar environment and have a clear passion for the financial sector.

Your role as Paraplanner will be to maintain and provide and excellent service to clients and support consultants. As a Paraplanner you will be based in the financial planning department and will be part of paraplanning team researching, preparing and writing a range of reports to given deadlines.

Desirable Key aspects:

- Dip PFS or equivalent;
- Previous experience in a similar role;
- Client Care and Service focused including excellent telephone manner;
- Excellent communications skills including ability to contact clients and update personal information via telephone;
- A sound knowledge of Investments, Pensions, IHT planning and Centralised Investment Propositions;
- Previous experience of using intelligent office;
- Experience of Cashflow modelling Software such as Voyant and Cashcalc;
- Experience of using research tools such as FE Analytics, & Selectapension;
- Knowledge of Trusts;
- Excellent IT office skills including Word, Powerpoint and Excel, e-mail and internet;

In return you will receive a competitive salary package!

If you are interested in this role as Paraplanner then please send your CV or APPLY NOW!


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