• Location
    Wellington, Somerset
  • Category
    Financial Services - Paraplanning
  • Contract Type
  • Salary
  • OrganizationType

JOB TITLE: Paraplanner

LOCATION: Wellington, Somerset

Excellent opportunity to work for a company who really values their staff and offers long term progression and development opportunities.

SALARY: Up to £40,000 PA DOE

HOURS: Monday to Friday 8:45am - 5:15pm (1 hour for lunch)

BENEFITS: 25 days annual leave & Bank Holidays | Pension Scheme | Fully expensed Summer & Christmas employee parties

With an impressive local reputation, this successful and renowned corporate company have a lot to offer perspective employees. You will be based in a highly welcoming and friendly team working in luxurious offices in a convenient location. You will have future prospects to develop your skills and progress with this ever expanding business.

Could this be your next career move?

  • Receive instructions during debriefings from advisers following client meetings.

  • Interpret data obtained by advisers during client meetings.

  • Analyse data and use research tools to provide solutions to meet client needs and objectives.

  • Provide records to support research undertaken.

  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.

  • Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.

  • Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way.

  • Carry out all tasks in a manner consistent with compliance procedures and company process.

  • Ensure all client files are compliant on an ongoing basis.

  • Ensure that significant risk issues are referred to the Head of Compliance where appropriate.

  • Proactively enhance industry knowledge, through external and internal sources.

Are you able to...

  • Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma

  • Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.

  • Analytical in solving tasks with a keen attention for detail.

  • Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.

  • Deliver effective and positive communication, and demonstrate competent use of IT.

  • Calm and considered outlook in approach to problem solving.

NEXT STEPS… If this position has caught your attention and you would like to apply then please do so online or email your CV to If you'd prefer to speak on the phone before applying then we really do welcome you to call for a chat on 01823 285440.

We look forward to hearing from you.

Why make Office Angels your agency of choice?

  • CV advice and guidance.

  • Thorough interview preparation advice and support.

  • Weekly email updates of our most current opportunities.

  • Support from a personable and dedicated team of experienced Consultants.

  • We keep in touch! Once we place you in your new role, we keep in touch for your first few weeks to ensure you are happy and settled in.

  • If we successfully find you your new role we will plant a tree in your name!

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Catherine Knight