Paraplanner / Financial Planning Analyst
The role can be mostly remote/hybrid
2 days in the office preferred
Based in beautiful offices in Poole
£50k - £60k
We're partnering with a highly respected, values-driven financial planning firm that is looking to add an experienced Paraplanner to its growing team.
This is far more than a traditional report-writing role. You'll work closely with the MD and the Financial Planner to develop holistic financial planning strategies for high-net-worth clients, identify planning opportunities, undertake complex technical research, and play a key role in shaping client recommendations.
The business prides itself on delivering genuinely personalised advice and fostering a collaborative culture where ideas are welcomed, development is encouraged, and technical excellence is valued.
What makes this opportunity different?
- Work with high-net-worth clients on complex planning cases
- Genuine influence over recommendations and client outcomes
- Collaborative and supportive team culture
- Ongoing professional development and progression support
- Opportunity to contribute to business improvement and strategic initiatives
- A company that is not looking for a quick hire but are prepared to wait for the right person
We're keen to speak with Diploma-qualified paraplanners, with Chartered status ideally, who have strong technical knowledge across pensions, investments, retirement planning, tax, and estate planning, and who are passionate about delivering exceptional client outcomes.
If you're looking for a long-term career paraplanning opportunity with a company that values expertise, curiosity, and doing the right thing, we'd love to hear from you.
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Pay: £50,000.00-£60,000.00 per year
Benefits:
Work Location: Hybrid remote in Poole BH14 0JR
