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- Tasks: Support financial advisers by preparing reports and researching solutions for clients.
- Company: Join a dynamic independent financial planning team focused on client success.
- Benefits: Competitive salary, hands-on experience, and opportunities for career progression.
- Why this job: Kickstart your career in financial planning with real-world experience and mentorship.
- Qualifications: Experience in financial planning support and strong organisational skills required.
- Other info: Office-based role in Poole with a collaborative team atmosphere.
The predicted salary is between 30000 - 35000 £ per year.
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. 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
For more details please contact Tegan at Dynamite Recruitment.
Junior Paraplanner employer: Dynamite Recruitment
Contact Detail:
Dynamite Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Junior Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and planning concepts. We recommend practising common interview questions with a friend to boost your confidence and show off your skills!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression. We believe it shows your enthusiasm and professionalism, which is key in this industry.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We make it easy for you to showcase your skills and experience directly to our hiring team. Don’t miss out on this opportunity!
We think you need these skills to ace Junior Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous roles or tasks that relate to financial planning support, as this will show us you're a great fit for the Junior Paraplanner position.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning. Share specific examples of how your attention to detail and organisational skills have helped you in past roles, and how you can bring that to our team.
Showcase Your Communication Skills: Since good written communication is key for this role, make sure your application is clear and concise. Use proper formatting and check for any typos or grammatical errors – we want to see your best work right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures that your application gets to us quickly. Plus, it shows us you're proactive and keen to join our team!
How to prepare for a job interview at Dynamite Recruitment
✨Know Your Financial Concepts
Brush up on your understanding of financial planning concepts like pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Prepare for Practical Scenarios
Think about how you would assist in preparing suitability reports or conducting product research. Be ready to share examples from your past experiences or even hypothetical situations where you could demonstrate your problem-solving skills.
✨Showcase Your Attention to Detail
Since this role requires a strong attention to detail, be prepared to discuss how you've managed accuracy in previous roles. You might want to bring along examples of reports or documents you've worked on to illustrate your point.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for financial planning, or how they measure success in the role. This shows your interest and helps you gauge if the company is the right fit for you.