Junior Paraplanner
🔒 Confidential Employer
Posted 24 April 2026
LOCATION
Poole
TYPE
Full-time
LEVEL
Entry-level
SALARY
£35,000 / year
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Financial Planning
Pensions
Investments
Client Communication
Report Preparation
Microsoft Office
FULL DESCRIPTION
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes.
Key Responsibilities
- Assist in the preparation of suitability reports and financial planning documents
- Conduct product and provider research (pensions, investments, protection, and retirement planning)
- Gather and analyse client financial information and documentation
- Support advisers with pre- and post-meeting preparation
- Maintain accurate client records and update back-office systems
- Liaise with providers and platforms to obtain information and progress cases
- Assist with cashflow modelling and basic financial planning analysis (where applicable)
Skills & Experience
- Previous experience in financial planning support, administration, or a trainee paraplanning role
- Understanding of financial planning concepts (pensions, investments, protection)
- Strong attention to detail and organisational skills
- Good written communication skills for report preparation
- Comfortable working with financial systems and Microsoft Office
- Ability to manage multiple tasks and meet deadlines
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