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 within 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
#FinancialServices2026
Salary description
£35000.00 - £45000.00 per year