Paraplanner in Poole

Posted by Dynamite Recruitment

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
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