Paraplanner
2 weeks ago
*Paraplanner – Bournemouth (Hybrid Available)
Salary:*
Up to £40,000 + benefits
We're working with a well-established financial planning firm in Bournemouth who are looking for an experienced Paraplanner to join their growing team.
You'll be supporting a mix of employed and self-employed advisers, focusing on more complex cases including pension transfers and switches. The firm values technical ability and attention to detail, and are ideally seeking a career Paraplanner who wants to stay in a long-term, hands-on technical role.
What's On Offer
- Up to £40,000 basic salary
- Hybrid working after initial training period
- Supportive, professional environment with strong long-term stability
- 24 days holiday plus bank holidays
- Discretionary bonus
Experience Required
- Proven Paraplanning experience within an IFA or wealth management firm
- Strong knowledge of pension transfers and complex investment cases
- Skilled in report writing and supporting advisers with technical work
- Level 4 Diploma preferred but not essential
Apply now or get in touch to find out more about this Bournemouth based Paraplanning role.
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