Paraplanner | Poole | Up to £45,000
Are you an experienced Paraplanner who enjoys technical depth, precision, and high-quality financial planning work?
This is a full-time opportunity for a Paraplanner who values structure, compliance, and professional autonomy within a well-supported environment.
If you’re looking for a role where your technical expertise is genuinely relied upon, this Paraplanner position offers long-term challenge and stability.
As a Paraplanner, you will benefit from:
*A full-time, technically focused role with clear responsibilities
*Autonomy to manage your workload independently
*Exposure to a broad range of pensions, investments, protection, and retirement planning cases
*A structured and professional working environment
*Close working relationships with experienced advisers and back-office support
*The opportunity to focus on quality and compliance rather than sales
As a Paraplanner, your responsibilities will include:
*Preparing clear, compliant suitability reports across pensions, investments, protection, and retirement planning
*Conducting detailed product research and fund analysis aligned with client objectives and risk profiles
*Ensuring all documentation meets FCA, provider, and internal compliance standards
*Supporting advisers with pre- and post-meeting preparation
*Liaising with providers, platforms, and internal teams as required
As a Paraplanner, your experience will include:

*Level 4 Diploma qualified as a minimum
*Proven experience in a paraplanning role within a regulated financial advice firm
*Strong technical knowledge of pensions, investments, and retirement planning
*Excellent attention to detail with a strong understanding of FCA compliance requirements
*Confidence using CRM and financial planning systems with high standards of record-keeping
*Experience using cash flow modelling software such as Voyant or FinCalc, highly desirable
If you’re ready to take the next step in your career and progress as a technically focused Paraplanner, we’d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon for more information.