Paraplanner

An exciting opportunity has arisen for an experianced Paraplanner to join a well-established and respected independent financial planning firm. This is a great opportunity for an experienced Paraplanner looking to join a supportive team, working closely with experienced Financial Adviser and Director.

Duties include:

Preparing suitability reports and recommendation letters Conducting research and analysis across pensions, investments and protection Supporting client reviews and preparing relevant information Completing product and provider research Preparing illustrations and application paperwork Liaising with providers and third parties Maintaining accurate and compliant client records Supporting Advisers with the preparation and delivery of financial advice We're looking for someone with previous experience within a financial planning or wealth management environment , ideally as a Paraplanner or in a similar technical role.

You will have:

Experience with in financial services Good technical knowledge across pensions and investments Strong analytical and written communication skills Excellent attention to detail The ability to manage your own workload and meet deadlines A professional and client-focused approach Ideally, relevant financial planning qualifications or a willingness to continue studying You'll be joining a friendly and supportive independent business with a strong focus on delivering quality financial planning and building long-term client relationships.

£35,000 - £45,000 DOE Poole, Dorset Financial Services
2026