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Paraplanner
Job Posted: 15 days ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Lytchett Matravers
Expire in: 13 days
Job Description
Paraplanner | Poole | Up to £45,000
Are you an experienced Paraplanner who enjoys technical depth, precision, and high-quality financial planning work?
This is a full-time opportunity for a Paraplanner who values structure, compliance, and professional autonomy within a well-supported environment.
If you’re looking for a role where your technical expertise is genuinely relied upon, this Paraplanner position offers long-term challenge and stability.
As a Paraplanner, you will benefit from:
A full-time, technically focused role with clear responsibilities
Autonomy to manage your workload independently
Exposure to a broad range of pensions, investments, protection, and retirement planning cases
A structured and professional working environment
Close working relationships with experienced advisers and back-office support
The opportunity to focus on quality and compliance rather than sales
As a Paraplanner, your responsibilities will include:
Preparing clear, compliant suitability reports across pensions, investments, protection, and retirement planning
Conducting detailed product research and fund analysis aligned with client objectives and risk profiles
Ensuring all documentation meets FCA, provider, and internal compliance standards
Supporting advisers with pre- and post-meeting preparation
Liaising with providers, platforms, and internal teams as required
As a Paraplanner, your experience will include:
Level 4 Diploma qualified as a minimum
Proven experience in a paraplanning role within a regulated financial advice firm
Strong technical knowledge of pensions, investments, and retirement planning
Excellent attention to detail with a strong understanding of FCA compliance requirements
Confidence using CRM and financial planning systems with high standards of record-keeping
Experience using cash flow modelling software such as Voyant or FinCalc, highly desirable
If you're ready to take the next step in your career and progress as a technically focused Paraplanner, we’d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon for more informationBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Lytchett Matravers! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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