An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team in Bournemouth.
This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression.
Working closely with senior financial planners, you’ll deliver high-quality paraplanning support, including technical research, suitability report writing and in-depth analysis across a diverse range of pensions and investment cases.
You’ll be joining a collaborative, supportive team where your expertise will be valued and developed. For the right person, there are clear pathways into advisory and or management etc - making this position perfect for someone who enjoys the technical depth of paraplanning while keeping future career options open – the client is also happy to consider somebody that is looking for a career paraplanner opportunity.
What’s on offer:
- Competitive salary up to £50,000 (depending on experience)
- Discretionary bonus scheme
- Comprehensive benefits package
- Hybrid working arrangement – 2 days in the office and 3 days working from home
- Ongoing professional development with full study support towards Chartered status
- A progressive culture that recognises achievement and promotes from within
Requirements:
- Proven experience as a Paraplanner within a financial planning or wealth management environment
- Strong technical knowledge of pensions and investments
- Level 4 Diploma qualified (working towards Chartered status highly desirable)
- Excellent communication skills, with the ability to collaborate effectively with advisers and clients
This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression, and be part of a business that values professional growth and long-term success.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
