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 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

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