Trainee Paraplanner (Permanent) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis. This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning. This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services. The Role Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research. Responsibilities will include: Assisting with research and technical analysis of client cases Supporting the drafting of suitability letters and reports Preparing documentation for client meetings Analysing client data and financial information Liaising with providers and internal teams Maintaining accurate and compliant client records Supporting ongoing review processes Assisting with technical queries and case preparation You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment. About You This role will suit a candidate who: Has experience working within an IFA or financial planning environment Is working towards or has started Diploma qualifications in Regulated Financial Planning Has strong pensions knowledge (desirable) Demonstrates excellent attention to detail Is highly organised and confident working with technical documentation Has experience with Intelligent Office (advantageous) Has knowledge of platforms such as Quilter or Transact (beneficial) Is committed to developing a long-term career within paraplanning Why Apply? Join a respected Independent Financial Advisory firm in Central London Clear technical development pathway within paraplanning Competitive salary of £35,000 £45,000 (DOE) Supportive and professional working environment Genuine long-term career progression opportunities How to Apply Click apply below to be considered. Applications are being reviewed as they are received.
Feb 15, 2026
Full time
Trainee Paraplanner (Permanent) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical and client support team on a permanent basis. This role is ideal for someone already working within an IFA or financial planning environment who is looking to develop their paraplanning career further. The position sits within a structured technical team, offering exposure to high-quality financial planning work and a clear pathway for development within paraplanning. This is a non-advisory position and is suited to someone who enjoys the technical, analytical and documentation side of financial services. The Role Working closely with Consultants, Directors and Senior Paraplanners, the Trainee Paraplanner will support the preparation of compliant financial planning documentation and technical research. Responsibilities will include: Assisting with research and technical analysis of client cases Supporting the drafting of suitability letters and reports Preparing documentation for client meetings Analysing client data and financial information Liaising with providers and internal teams Maintaining accurate and compliant client records Supporting ongoing review processes Assisting with technical queries and case preparation You will receive structured exposure to complex cases and ongoing technical development within a collaborative team environment. About You This role will suit a candidate who: Has experience working within an IFA or financial planning environment Is working towards or has started Diploma qualifications in Regulated Financial Planning Has strong pensions knowledge (desirable) Demonstrates excellent attention to detail Is highly organised and confident working with technical documentation Has experience with Intelligent Office (advantageous) Has knowledge of platforms such as Quilter or Transact (beneficial) Is committed to developing a long-term career within paraplanning Why Apply? Join a respected Independent Financial Advisory firm in Central London Clear technical development pathway within paraplanning Competitive salary of £35,000 £45,000 (DOE) Supportive and professional working environment Genuine long-term career progression opportunities How to Apply Click apply below to be considered. Applications are being reviewed as they are received.
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Feb 15, 2026
Full time
Our client is seeking a Financial Planner in Kenilworth area to join their IFA team and benefit from a competitive salary and generous monthly bonus based on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus click apply for full job details
Trainee Paraplanner (12-Month Fixed Term Contract) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical support team on a 12-month fixed term contract. This is an excellent opportunity for someone with existing experience within an IFA environment who is looking to deepen their technical knowledge and develop within a structured paraplanning function. The role sits firmly within paraplanning and technical research, with no expectation to move into an advisory position. The Role Working alongside Senior Paraplanners and Consultants, you will support the delivery of high-quality, compliant financial planning documentation. Responsibilities will include: Assisting with research and case analysis Supporting the preparation of suitability reports Analysing client information and financial data Preparing review documentation Liaising with providers and compliance Ensuring accurate record keeping in line with FCA standards Supporting ongoing client review processes This role offers exposure to complex cases and structured technical development within a busy and professional IFA environment. About You This role will suit a candidate who: Has previous experience within an IFA or financial planning firm Is working towards Diploma qualification (or part-qualified) Has strong organisational skills and attention to detail Is comfortable working in a technical, behind-the-scenes support role Has knowledge of Intelligent Office (highly desirable) Understands FCA compliance standards Why Apply? Gain further technical exposure within a respected IFA firm Competitive salary of £35,000 £45,000 (DOE) 12-month contract offering valuable experience Friendly and collaborative team environment Excellent opportunity to strengthen paraplanning expertise How to Apply Click apply below to be considered. Interviews will take place on a rolling basis.
Feb 15, 2026
Contractor
Trainee Paraplanner (12-Month Fixed Term Contract) £35,000 £45,000 Central London Independent Financial Advisory Firm Overview We are recruiting on behalf of a well-established Independent Financial Advisory firm based in Central London for a Trainee Paraplanner to join their technical support team on a 12-month fixed term contract. This is an excellent opportunity for someone with existing experience within an IFA environment who is looking to deepen their technical knowledge and develop within a structured paraplanning function. The role sits firmly within paraplanning and technical research, with no expectation to move into an advisory position. The Role Working alongside Senior Paraplanners and Consultants, you will support the delivery of high-quality, compliant financial planning documentation. Responsibilities will include: Assisting with research and case analysis Supporting the preparation of suitability reports Analysing client information and financial data Preparing review documentation Liaising with providers and compliance Ensuring accurate record keeping in line with FCA standards Supporting ongoing client review processes This role offers exposure to complex cases and structured technical development within a busy and professional IFA environment. About You This role will suit a candidate who: Has previous experience within an IFA or financial planning firm Is working towards Diploma qualification (or part-qualified) Has strong organisational skills and attention to detail Is comfortable working in a technical, behind-the-scenes support role Has knowledge of Intelligent Office (highly desirable) Understands FCA compliance standards Why Apply? Gain further technical exposure within a respected IFA firm Competitive salary of £35,000 £45,000 (DOE) 12-month contract offering valuable experience Friendly and collaborative team environment Excellent opportunity to strengthen paraplanning expertise How to Apply Click apply below to be considered. Interviews will take place on a rolling basis.
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details
Feb 15, 2026
Full time
Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our clients culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and c click apply for full job details
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details
Feb 15, 2026
Full time
Are you an experienced Paraplanner looking for a role where you can stretch your technical skills and work on more complex cases? This expanding firm is seeking a confident Paraplanner who enjoys getting into the detail of tax planning and supporting Advisors in delivering outstanding client outcomes. You will be joining a supportive team environment, using a shared ticketing system to provide para click apply for full job details
If you are looking for an Advisor Support job that gives you the chance to build solid technical knowledge and work towards a future paraplanner position, this role offers the ideal blend of administration, client support and development. You will be part of a busy support team ensuring advice cases progress smoothly from start to finish. Your day will include preparing documentation for adviser meetings, managing workflows, processing new business, speaking with providers and handling client queries. Strong attention to detail and confidence using financial planning systems will help you contribute to an efficient and high quality service. You will benefit from structured development, funded exams and a collaborative team environment, with the opportunity over time to step into a trainee paraplanner route once you and the business are ready. Advisor Support Requirements Essential - Recent experience in a financial planning or wealth management administration role Essential - Strong understanding of investments and pensions processes and provider platforms Essential - Confident using CRM and back office systems plus Microsoft Office Desirable - Working towards or interested in R0 or Diploma in Regulated Financial Planning Desirable - Previous experience supporting Financial Advisers or Paraplanners The Company A growing financial planning business that continues to invest in its support teams through training, technology and clear development pathways. The company has a strong service culture and offers a supportive working environment. Advisor Support Benefits Salary up to 30,000 Hybrid working with around two or three days per week in the office Full time Monday to Friday 25 days holiday plus benefits package including pension, death in service and income protection Health and wellbeing benefits, optional private medical cover and other lifestyle perks Full study support and internal training with a pathway towards paraplanning Location Ideally suited to candidates within commuting distance of an office near Portishead. Potential to consider remote applicants on a case-by-case basis across the South West, South Wales or up to Reading If this Advisor Support job sounds right for you, apply today and we will be in touch. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Feb 15, 2026
Full time
If you are looking for an Advisor Support job that gives you the chance to build solid technical knowledge and work towards a future paraplanner position, this role offers the ideal blend of administration, client support and development. You will be part of a busy support team ensuring advice cases progress smoothly from start to finish. Your day will include preparing documentation for adviser meetings, managing workflows, processing new business, speaking with providers and handling client queries. Strong attention to detail and confidence using financial planning systems will help you contribute to an efficient and high quality service. You will benefit from structured development, funded exams and a collaborative team environment, with the opportunity over time to step into a trainee paraplanner route once you and the business are ready. Advisor Support Requirements Essential - Recent experience in a financial planning or wealth management administration role Essential - Strong understanding of investments and pensions processes and provider platforms Essential - Confident using CRM and back office systems plus Microsoft Office Desirable - Working towards or interested in R0 or Diploma in Regulated Financial Planning Desirable - Previous experience supporting Financial Advisers or Paraplanners The Company A growing financial planning business that continues to invest in its support teams through training, technology and clear development pathways. The company has a strong service culture and offers a supportive working environment. Advisor Support Benefits Salary up to 30,000 Hybrid working with around two or three days per week in the office Full time Monday to Friday 25 days holiday plus benefits package including pension, death in service and income protection Health and wellbeing benefits, optional private medical cover and other lifestyle perks Full study support and internal training with a pathway towards paraplanning Location Ideally suited to candidates within commuting distance of an office near Portishead. Potential to consider remote applicants on a case-by-case basis across the South West, South Wales or up to Reading If this Advisor Support job sounds right for you, apply today and we will be in touch. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Feb 15, 2026
Full time
Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in click apply for full job details
Feb 15, 2026
Full time
Financial Services Administrator (Pensions / Investments) Guildford £35,000 - £40,000 + training / development opportunities + progression (to paraplanner or advisor positions) + private medical insurance + flexitime + 25 days holiday Are you an administrator, and experience working within Pensions / Investments, looking for a new role with a specialist pensions administrator, where you will be in click apply for full job details
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Feb 15, 2026
Full time
Lifestyle Paraplanner / Technical Administrator North London Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborat click apply for full job details
Paraplanner Location - North West / Hybrid Salary - Up to £49,000 (DoE) We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objective click apply for full job details
Feb 14, 2026
Full time
Paraplanner Location - North West / Hybrid Salary - Up to £49,000 (DoE) We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objective click apply for full job details
If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow click apply for full job details
Feb 14, 2026
Full time
If you are an experienced paraplanner seeking a job that offers genuine development into a Financial Adviser role, this opportunity could be the perfect next step. You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow click apply for full job details
Paraplanner (Trainee or Qualified) Location: Bedford (MK44) Salary: £32,000- £45,000 per annum (Dependent on Experience) Contract: Permanent / Full-time Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prosp click apply for full job details
Feb 14, 2026
Full time
Paraplanner (Trainee or Qualified) Location: Bedford (MK44) Salary: £32,000- £45,000 per annum (Dependent on Experience) Contract: Permanent / Full-time Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office? You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prosp click apply for full job details
Paraplanner Hampshire Hybrid Working Financial Planning Burgh Recruitment is working with a growing financial planning firm in Hampshire that is seeking an experienced Paraplanner. This role offers a collaborative environment and hybrid working. Role overview: Producing suitability reports and technical documentation Conducting research and cashflow modelling Supporting advisers with complex cases Ens click apply for full job details
Feb 13, 2026
Full time
Paraplanner Hampshire Hybrid Working Financial Planning Burgh Recruitment is working with a growing financial planning firm in Hampshire that is seeking an experienced Paraplanner. This role offers a collaborative environment and hybrid working. Role overview: Producing suitability reports and technical documentation Conducting research and cashflow modelling Supporting advisers with complex cases Ens click apply for full job details
I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity: The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your ski click apply for full job details
Feb 13, 2026
Full time
I am recruiting an experienced Paraplanner to join the team at Monenti Partners, a leading Financial Planning firm based in central London (WC1). The Opportunity: The successful Paraplanner will be Diploma qualified (Dip PFS) and will receive the support required to become Chartered. We are happy to consider a career Paraplanner, or a Paraplanner who is keen to progress into advising, when your ski click apply for full job details
Paraplanner Location Edinburgh (Hybrid) Salary Up to £45k (depending on experience) + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team click apply for full job details
Feb 13, 2026
Full time
Paraplanner Location Edinburgh (Hybrid) Salary Up to £45k (depending on experience) + excellent benefits package Hours - Full Time (hybrid / some remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team click apply for full job details
Premier Jobs UK Limited
Bradford-on-avon, Wiltshire
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
Feb 13, 2026
Full time
This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit technical Paraplanners as part of their growth journey As a Paraplanner within this team, you will regularly be involved in working on HNW & UHNW cases due to their average client holding being £1m. As such, they are seeking talented, technically strong individuals capable of working o click apply for full job details
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a click apply for full job details
Feb 13, 2026
Full time
My client, a boutique firm of Chartered Financial Planners, is seeking an experienced Paraplanner to support advisers in delivering high-quality, independent financial advice to corporate and private clients. The Role Technical support to advisers following client meetings Investment portfolio reviews and research Preparation of suitability reports and client documentation Ensuring ongoing compliance a click apply for full job details
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
Feb 13, 2026
Full time
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties click apply for full job details
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Feb 12, 2026
Full time
This Paraplanner job in South Leicester provides opportunity to join a local Financial Services firm. In this Paraplanner role, you will be providing support to their team of Financial Advisors who provide financial planning advice to clients. Your focus will be on undertaking full financial planning research, analysis and report writing on behalf of the Financial Advisors click apply for full job details
Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. Offering Hybrid working, Flexible working hours, Annual salary reviews, exam support and much more! Duties include: Preparing recommendation reports and client sign up packs Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business and updating and maintaining the back-office system Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Interpreting information and statistical data Experience and skills desired: Excellent communication skills Excellent eye for detail 2 years experience in a similar role Strong written work Maintain high personal and professional standards. Hybrid working Flexible working Hours Private Medical Insurance Yearly salary reviews Exam support For more details please contact Tegan Walsh at Dynamite Recruitment
Feb 12, 2026
Full time
Dynamite Recruitment are proud to be supporting an Independent Financial Planning firm in Dorset. On the recruit of an experienced Paraplanner to join the existing Paraplanning team to provide technical support to the Financial Advisors. Offering Hybrid working, Flexible working hours, Annual salary reviews, exam support and much more! Duties include: Preparing recommendation reports and client sign up packs Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds Attending client and product provider meetings Processing new business and updating and maintaining the back-office system Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Interpreting information and statistical data Experience and skills desired: Excellent communication skills Excellent eye for detail 2 years experience in a similar role Strong written work Maintain high personal and professional standards. Hybrid working Flexible working Hours Private Medical Insurance Yearly salary reviews Exam support For more details please contact Tegan Walsh at Dynamite Recruitment
