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Permanent

Paraplanner

Bournemouth
money-bag 32000.00-32000.00 Annual
3087141381
Posted 3 days ago

ParaplannerBournemouth Office-based Up to £38,000An established financial planning firm based in Bournemouth, is looking to appoint an experienced Paraplanner to join its paraplanning team.The firm supports a broad adviser base and is known for handling complex advice cases across pensions, investments, and retirement planning. This opportunity has arisen due to continued workload, and the successful candidate will play a key role in supporting advisers with high-quality technical and report-writing support.The role is primarily office-based to support collaboration and training; however, hybrid or remote working may be considered for a suitably experienced Paraplanner.The RolePreparation of full suitability reports across pensions and investmentsTechnical support to advisers on complex advice casesEnd-to-end case management from instruction through to completionLiaison with advisers and internal teams to ensure timely and accurate deliveryWhat They''re Looking ForProven experience working as a Paraplanner within a financial planning firmAbility to manage cases independently with minimal supervisionStrong technical knowledge and high-quality report writing skillsDiploma qualifications are not essential; relevant experience and competence are keyPackageSalary up to £38,000, dependent on experienceDiscretionary bonus5% employer pension contributionHealth cash planAdditional benefits to be confirmedApply today to be considered for this Paraplanner opportunity. If this ..... full job details .....

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