Paraplanner
Bournemouth | Office-based | Up to £38,000
An established financial planning firm based in Bournemouth, is looking to appoint an experienced Paraplanner to join its paraplanning team.
The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support.
The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner.
The Role
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Preparation of full suitability reports across pensions and investments
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Technical support to advisers on complex advice cases
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End-to-end case management from instruction through to completion
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Liaison with advisers and internal teams to ensure timely and accurate delivery
What They’re Looking For
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Proven experience working as a Paraplanner within a financial planning firm
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Ability to manage cases independently with minimal supervision
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Strong technical knowledge and high-quality report writing skills
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Diploma qualifications are not essential; relevant experience and competence are key
Package
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Salary up to £38,000, dependent on experience
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Discretionary bonus
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5% employer pension contribution
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Health cash plan
- Additional benefits to be confirmed
Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.