Paraplanner
Wealth Management Firm
- Location
- Bournemouth · Hybrid
- Salary
- £40,000
- Contract
- Permanent
- Sector
- Financial Services
About the role
Paraplanner – Full-Time, Permanent
Salary: Up to £40,000 depending on experience
Benefits: Annual bonus, pension, 24 days’ holiday plus bank holidays, and CII exam support with study leave.
About the Role
We are seeking an experienced Paraplanner to support financial advisers with research, suitability reports, technical analysis and compliant client documentation. Responsibilities include reviewing existing arrangements, preparing client reports, processing new business and liaising with providers and platforms.
Requirements Minimum 3 years’ financial services experience, including previous Paraplanner experience. Experience with investments, personal pensions, drawdown and annuities. Strong written communication, organisation and attention to detail. Proficiency in Microsoft Word and Excel. Ability to manage workloads independently and meet deadlines. Desirable Experience
Knowledge of estate planning, trusts, taxation, investment risk, defined benefit transfers, EIS/VCT, mortgages or equity release would be beneficial.
Experience with systems such as O&M, CashCalc, FE Analytics and True Potential is advantageous.
Qualifications: Diploma or Advanced Diploma qualifications are desirable but not essential. Study and exam progression opportunities are available.