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
Paraplanner in Poole employer: Dynamite Recruitment Solutions Ltd Careers
Join a dynamic property services organisation that prioritises employee growth and well-being, offering a competitive salary, company vehicle, and a comprehensive benefits package. With a strong focus on team leadership and client relationships, this role provides an excellent opportunity to thrive in a supportive work culture that values recognition and professional development. Located in a vibrant area, employees enjoy generous leave options and various health initiatives, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Dynamite Recruitment Solutions Ltd Careers Recruitment Team
