Paraplanner

Job Description Role: ParaplannerLocation: Bournemouth (Possible Hybrid Option)Salary: 35,000 45,000OverviewMy client, a growing and highly respected wealth management firm, is seeking an experienced and detail-oriented Paraplanner to join their Bournemouth office. This is an excellent opportunity to work within a collaborative and professional financial planning team, supporting advisers in delivering high-quality, compliant advice to clients.The successful candidate will play a key role in the end-to-end financial planning process, providing technical expertise, research, and report writing to ensure outstanding client outcomes.Key ResponsibilitiesConduct detailed research and analysis across a range of financial products including pensions, investments, and protection solutions Prepare high-quality, compliant suitability reports and financial planning recommendations for advisers Assist advisers in formulating tailored financial strategies aligned to client objectives and risk profiles Carry out cashflow modelling and financial analysis to support client recommendations Ensure all advice and documentation meets regulatory and compliance standards (FCA requirements) Maintain accurate and up-to-date client records and documentationLiaise with advisers, providers, and internal teams to support efficient case progressionAssist with the implementation of recommendations and follow-up actionsProvide technical support and insight across complex client casesSkills & ExperiencePrevious experience as a Paraplanner within a financial planning or wealth management environmentStrong technical knowledge of financial products, pensions, investments, and tax planningExperience writing suitability reports to a high standardExcellent analytical and problem-solving skills with strong attention to detail Strong organisational skills with the ability to manage multiple cases simultaneouslyEffective communication skills, both written and verbalGood understanding of FCA regulations and compliance requirementsQualificationsDiploma in Regulated Financial Planning (Level 4) essential (or working towards)Progression towards Chartered status desirableWhats on OfferCompetitive salary of 35,000 45,000Hybrid working model (office + home flexibility)Supportive and collaborative team environmentOngoing professional development and support towards further qualificationsClear progression opportunities within a growing wealth management businessAbout the RoleThis position is ideal for a technically strong paraplanner who enjoys working behind the scenes to deliver high-quality financial advice. You will act as a key support to advisers, ensuring all recommendations are robust, well-researched, and fully compliant, enabling advisers to focus on client relationships and growth

Created: 2026-04-30