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Junior Paraplanner

Job Posted: 16 days ago

Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Poole

Expire in: 12 days

Job Description

We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes.

 You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs.

 Key Responsibilities  
Assist in the preparation of suitability reports and financial planning documents 
Conduct product and provider research (pensions, investments, protection, and retirement planning) 
Gather and analyse client financial information and documentation 
Support advisers with pre- and post-meeting preparation 
Maintain accurate client records and update back-office systems 
Liaise with providers and platforms to obtain information and progress cases 
Assist with cashflow modelling and basic financial planning analysis (where applicable)  Skills & Experience  
Previous experience in financial planning support, administration, or a trainee paraplanning role 
Understanding of financial planning concepts (pensions, investments, protection) 
Strong attention to detail and organisational skills 
Good written communication skills for report preparation 
Comfortable working with financial systems and Microsoft Office 
Ability to manage multiple tasks and meet deadlines  £30,000 - £35,000 
Poole 
Office based 

For more details please contact Tegan at Dynamite Recruitment

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