Details:
- Salary: £30,000 - 40,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Poole
- Date: 6 days ago
Description:
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes.
You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs.
Key Responsibilities
Assist in the preparation of suitability reports and financial planning documents
Conduct product and provider research (pensions, investments, protection, and retirement planning)
Gather and analyse client financial information and documentation
Support advisers with pre- and post-meeting preparation
Maintain accurate client records and update back-office systems
Liaise with providers and platforms to obtain information and progress cases
Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience
Previous experience in financial planning support, administration, or a trainee paraplanning role
Understanding of financial planning concepts (pensions, investments, protection)
Strong attention to detail and organisational skills
Good written communication skills for report preparation
Comfortable working with financial systems and Microsoft Office
Ability to manage multiple tasks and meet deadlines £30,000 - £35,000
Poole
Office based