Paraplanners – Accountancy Practice

£25,000 - £30,000 (DOE)

Taunton, Somerset


Our client is a well established accountancy practice in the Somerset area with several offices across the region. They now have a requirement to strengthen their team with an experienced Paraplanner.

Our client provides high-quality advice to businesses and individuals we are therefore looking for customer focused individuals with excellent communication skills.

Whilst having compliance experience and a sound knowledge of Investments, Pensions & IHT Planning, you will ideally also have some of the following: 

- Knowledge and understanding of Centralised Investment Propositions
- Excellent IT office skills including Word, PowerPoint and Excel
- Previous experience of using Avelo Adviser Office (1st) client database/back office system and/or Virtual Cabinet (VC) paperless office system
- Experience of Cashflow modelling Software e.g.: Voyant and Cashcalc
- Experience of using research tools such as FE Analytics, Morning Star & Selectapension
- Knowledge of Trusts

Our client offers training, progression and career development to candidates with a Diploma in Financial Planning, or who are working towards Chartered status. If you have achieved Certificate level, with practice experience, we'd also like to hear from you. 

Interested? We'd love to hear from you, please apply via the button shown.


This vacancy is being advertised by Accountancy Resourcing Group. The services advertised by Accountancy Resourcing Group are those of an Employment Agency.