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Financial Analyst Financial Reporting

Senior Paraplanner — Hybrid Wealth Planning Specialist

Job in Poole, Dorset County, BH15, England, UK
Listing for: RGH-Global Limited
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A financial planning practice in Poole is seeking a full-time Paraplanner to support Financial Planners with high-net-worth clients. The successful candidate will engage in financial planning, prepare reports, and conduct client research. Essential qualifications include a Level 4 Diploma in Financial Planning and relevant paraplanning experience. The firm offers competitive remuneration, a bonus scheme, and support for ongoing professional development in a collaborative working environment.
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Position Requirements
10+ Years work experience
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