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Paraplanner

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Location

Bournemouth

Salary £35000 - £40000
TypePermanent
WorkplaceOn-Site
Ref89066

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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Application For Paraplanner