Paraplanner

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