Full job descriptionAn 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