Paraplanner Work, Jobs in Ringwood (with Salaries)

Technical Administrator
Ellis James Partners Limited —Wimborne
- £24,500 - £30,000 a year
- Organisational skills
- Financial services
- Communication skills
7d
Client Services Manager/ Trainee Paraplanner
OneDome —Southampton
- £25,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- In-person
Quick apply
Financial Planning Processor
Pure Human Resources —Romsey
- £28,000 - £30,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
6d

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Client Services Manager/ Trainee Paraplanner
OneDome —Southampton
Professional and confident manner with clients and stakeholders. Knowledge of pensions, investments, and protection products beneficial.
£25,000 a year
Quick apply

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Technical Administrator

Ellis James Partners Limited
Wimborne

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Job details

Permanent
£24,500 - £30,000 a year
7 days ago

Qualifications

Financial planning
Organisational skills
Financial services
Communication skills

Full job description

Posted: 01/06/26 Recruiter: Ellis James Partners Limited Reference: 3112666860 Type: Permanent Salary: £24,500 - £30,000 Annual Location: Wimborne, Dorset Description: Technical Administrator£24,500 - £30,000Wimborne Minster Office based (hybrid considered)A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.The Role

Booking and managing client review meetings
Preparing documentation and completing AML checks
Processing new business and policy changes
Managing Salesforce tasks and opportunities
Liaising with financial advisers, paraplanners and providers
Ensuring SLAs and compliance standards are met

About You

Financial services / Financial planning experience preferred, but not essential
Strong organisational skills and high attention to detail
Professional communication skills
Comfortable working in a structured, process-driven environment
Keen to build a long-term career in wealth management

Why Join?

Established, reputable Financial Planning environment
Structured training
Professional, team-based culture
Exposure to experienced advisers and planners
Clear progression pathway
Long-term career stability

This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.

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paraplanner jobs in ringwood

Technical Administrator

Client Services Manager/ Trainee Paraplanner

Financial Planning Processor

Technical Administrator - Financial Planning

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