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
#J-18808-Ljbffr
Paraplanner employer: Dynamite Recruitment
Join a stable and profitable business with a strong support network, where your role as a Commercial Electrician will be valued and impactful. Enjoy enhanced sick pay, generous holiday options, and a culture that prioritises employee wellbeing through family events and a buddy system for new starters. With jobs typically within 30 minutes of home and flexible hours, this is an excellent opportunity for those seeking meaningful work in a collaborative environment.
