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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