Paraplanner

2 weeks ago


Wimborne Minster, United Kingdom Eden Rose Full time

Paraplanner A highly reputable and friendly financial planning firm is seeking an experienced Paraplanner to join their collaborative, supportive team. This is a fantastic opportunity for someone who enjoys variety, values a positive culture, and wants to make a meaningful impact within a well-respected practice. Base Pay Range Paraplanner – Up to £40,000 | Hybrid | Dorset Qualifications Ideally 4+ years paraplanning experience Level 4 Diploma desirable (not essential with strong experience) Strong technical knowledge and excellent attention to detail Team-focused, proactive, and professional Benefits Salary up to £40,000 (experience dependent) Broad and varied caseload - not a siloed role Supportive, friendly working culture Hybrid structure: 3 days in office / 2 days from home Genuine development and progression opportunities If you’re interested, apply today or give me a call on 07458 142563 to discuss the role in more detail. If you’re a wealth management professional exploring your next move, I’d be happy to speak with you confidentially. Know someone who may be a great fit? We offer a £250 referral bonus. Seniority level Mid-Senior level Employment type Full-time Job function Finance #J-18808-Ljbffr


  • Paraplanner

    1 week ago


    Wimborne Minster, United Kingdom Eden Rose Full time

    Paraplanner – Up to £40,000 | Hybrid | DorsetA highly reputable and friendly financial planning firm is seeking an experienced Paraplanner to join their collaborative, supportive team. This is a fantastic opportunity for someone who enjoys variety, values a positive culture, and wants to make a meaningful impact within a well-respected practice.What...

  • Trainee Paraplanner

    4 days ago


    Wimborne Minster, United Kingdom Ortus PSR Full time

    **Trainee Paraplanner** **Location: Bournemouth** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

  • Hybrid Paraplanner

    2 weeks ago


    Wimborne Minster, United Kingdom Eden Rose Full time

    A reputable financial planning firm in Wimborne Minster is seeking an experienced Paraplanner to join their supportive team. The role offers a salary of up to £40,000, a hybrid work structure of 3 days in the office and 2 days from home, and genuine opportunities for development and progression. The ideal candidate will have 4+ years of experience and...


  • Wimborne Minster, United Kingdom Eden Rose Full time

    A reputable financial planning firm in Wimborne Minster is seeking an experienced Paraplanner to join their collaborative team. The role offers a salary of up to £40,000, a hybrid work structure with 3 days in the office and 2 from home, and genuine opportunities for development and progression. Ideal candidates should have over 4 years of paraplanning...

  • Paraplanner

    3 weeks ago


    Wimborne, United Kingdom Eden Rose Full time

    Paraplanner – Up to £40,000 | Hybrid | DorsetA highly reputable and friendly financial planning firm is seeking an experienced Paraplanner to join their collaborative, supportive team. This is a fantastic opportunity for someone who enjoys variety, values a positive culture, and wants to make a meaningful impact within a well-respected practice.What...

  • Paraplanner

    3 weeks ago


    Wimborne, United Kingdom Ortus PSR Full time

    Paraplanner – Diploma Qualified | Hybrid (4 Days Office / 1 Day Home) | Complex Financial Shape the Future of Complex Financial Planning Are you a Diploma-qualified Paraplanner looking for a fresh challenge in a highly supportive and collaborative environment? We’re representing a respected Wealth Management firm that delivers bespoke advice across...


  • Wimborne Minster, United Kingdom Mploy Staffing Solutions Full time

    Are you an experienced _Administrator _looking to make a career move into Financial Services? Want to learn how to administer investment, pension and mortgage products? How about working for a well-established firm of Independent Financial Advisersin a stunning location in Wimborne, Dorset? Competitive salary, highly beneficial pension scheme and company...


  • Wimborne Minster, United Kingdom Mploy Staffing Solutions Full time

    Are you an experienced _Administrator_ who has worked within Financial Services? Experienced in administering Investments, Pensions or Mortgages? How about working for a well-established firm of Independent Financial Advisors in a stunning locationin Wimborne, Dorset? Competitive salary, highly beneficial pension scheme and company dogs appeal? Great! We...


  • Wimborne, United Kingdom Appointed Ltd Full time

    **Chartered Financial Planners based in Wimborne are expanding their longterm highly experienced financial planning team... As the IFA administrator you will be working with the Administration team to provide efficient administrative support to clients, paraplanners, and advisers.** ▪ Answering the telephone, assisting with client or provider queries ▪...