Paraplanner

Paraplanner

Salary -
Location: Near Poole

Overview
Due to continued and sustained growth a full-time Paraplanner is required to join a well-established and expanding financial planning practice based in the Wimborne area of Dorset. This is an excellent opportunity for an experienced individual who is looking to develop their career within a supportive and collaborative environment.

The successful candidate will work closely with a team of Financial Planners supporting a portfolio of high-net-worth clients. The role covers a broad range of technical areas including investment planning retirement planning estate and trust planning and equity release. You will be joining a knowledgeable team with access to in-house technical specialists compliance support and other experienced paraplanners who are on hand to provide guidance when required.

The organisation offers a competitive basic salary discretionary bonus scheme and a comprehensive benefits package. Following the successful completion of the probation period a hybrid working arrangement can be offered. Full study support is also provided and the ideal candidate will demonstrate a clear commitment to ongoing professional development and progression through further qualifications.

Key Responsibilities

• Preparing high-quality compliant financial planning reports across a wide range of advice areas.

• Conducting detailed research and analysis to support client recommendations.

• Working closely with Financial Planners to ensure advice strategies are robust accurate and tailored to individual client needs.

• Managing and prioritising workload to meet agreed timescales and service levels.

• Ensuring all work is completed in line with internal processes and regulatory requirements.

• Maintaining a strong understanding of current legislation tax rules and best practice within financial planning.

• Communicating effectively with colleagues providers and clients where needed to gather information and progress cases.

Entry Requirements & Essential Skills

• Previous Paraplanning experience within a financial planning or wealth management environment.

• Level 4 Diploma in Financial Planning (or equivalent) is essential.

• Strong technical knowledge across investments pensions protection estate planning and related advice areas.

• A clear understanding of the full end-to-end financial planning process.

• Ability to interpret and simplify complex information for reports and client documentation.

• Capable of working without close supervision and confident in making progress on agreed outcomes.

• Excellent organisational skills with the ability to multi-task work under pressure and meet deadlines.

• High level of accuracy and exceptional attention to detail.

• Strong written and verbal communication skills.

• Competent IT skills including proficiency in Microsoft Office.

• Experience using financial services research tools such as FE Analytics.

• Ability to work both independently and collaboratively as part of a wider team.