Location
Bournemouth
Job Type
Full-time
Posted
June 05, 2026
Job Description
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team or an experienced Parplanner. 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 pla...
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 pla...