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- Tasks: Prepare reports and conduct research in financial planning.
- Company: Supportive Wealth Management firm in Poole.
- Benefits: Up to £40,000 salary, flexible hours, and study support.
- Other info: Clear progression into a fully-fledged paraplanning role.
- Why this job: Grow your career in a structured environment with real impact.
- Qualifications: Experience in Wealth Management and a desire to learn.
The predicted salary is between 35000 - 40000 £ per year.
Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning? This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment. If you're motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career.
Benefits
- Salary up to £40,000
- 10% employer pension contribution
- Flexible working hours with work from home options
- Free on-site parking
- Holiday buy-back scheme
- Exam and study support after probation
- Clear progression into a fully‑fledged paraplanning role
- Supportive, professional working environment
- Exposure to lifestyle financial planning within Wealth Management
Responsibilities
- Preparing suitability reports and supporting financial planning recommendations
- Conducting technical research across pensions, investments, and retirement planning
- Assisting with cashflow modelling and detailed client analysis
- Maintaining accurate client records in line with regulatory standards
- Liaising with product providers and internal stakeholders to progress cases
Qualifications / Experience
- Experience within a regulated Wealth Management administration or paraplanning environment
- Progress towards the Level 4 Diploma
- A strong technical understanding of pensions, investments, and retirement planning
- A structured, detail‑focused approach to work
- A positive mindset with a clear desire to learn and develop professionally
Junior Paraplanner in Poole) employer: Rubicon Recruitment Group
Contact Detail:
Rubicon Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Paraplanner in Poole)
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector 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 technical knowledge. Dive into pensions, investments, and retirement planning topics. We want you to feel confident discussing these areas, as they’re crucial for the role!
✨Tip Number 3
Showcase your passion for learning! During interviews, share examples of how you've pursued professional development. We love candidates who are eager to grow and adapt in a supportive environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for motivated individuals ready to take the next step in their career.
We think you need these skills to ace Junior Paraplanner in Poole)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Junior Paraplanner role. Highlight any relevant experience in wealth management and your progress towards the Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your motivation for applying and how you align with our values at StudySmarter. Let us know why you're excited about the opportunity to grow within lifestyle financial planning.
Showcase Your Technical Knowledge: Since this role involves technical research, make sure to mention any specific knowledge you have about pensions, investments, and retirement planning. We love seeing candidates who are detail-focused and eager to learn more!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Rubicon Recruitment Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and retirement planning. Being able to discuss these topics confidently will show that you're serious about the Junior Paraplanner role and ready to dive into the details.
✨Show Your Motivation
During the interview, express your eagerness to learn and grow within the financial planning sector. Share specific examples of how you've pursued professional development in the past, whether through courses or self-study, to demonstrate your commitment to progressing in this field.
✨Prepare Questions
Think of insightful questions to ask your interviewers about the company culture, support for exam and study initiatives, and opportunities for progression. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Be Detail-Oriented
Since the role requires a structured and detail-focused approach, make sure to highlight your organisational skills. Bring along examples of how you've maintained accurate records or conducted thorough research in previous roles, as this will resonate well with the responsibilities of a Junior Paraplanner.