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
Salary: £30,000 - £35,000 • Location: Poole • Office based
Junior Paraplanner in Poole employer: Dynamite Recruitment Solutions
Join a dynamic team in Portsmouth as a Debt Recovery Agent, where your contributions will be valued in a supportive work culture that prioritises employee growth and development. Enjoy competitive pay, a collaborative environment, and the opportunity to make a meaningful impact by assisting customers in managing their finances effectively. With a focus on professional development and a commitment to compliance, this role offers a rewarding experience for those looking to advance their careers in customer support and debt recovery.
Contact Details:
Dynamite Recruitment Solutions Recruitment Team
