Dynamite Recruitment is seeking an experienced Paraplanner to join a well-established independent financial planning firm in Poole, Dorset. The role involves preparing suitability reports, researching pensions and investments, and supporting advisers with client interactions.
You will work closely with a Financial Adviser and Director in a friendly, client-focused environment. Prior experience in financial planning or wealth management is preferred, with qualifications or willingness to study
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Senior Paraplanner - Wealth Management & Financial Planning in Poole 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.
