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Paraplanner

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Job Description - Paraplanner

Hybrid Paraplanner

Wimborne, Dorset

Up to £45k

Join Our Team as a Hybrid Paraplanner!

Our client is a leading Financial Planning & Accountancy practice with three offices across Dorset. They are experiencing significant growth and is seeking an experienced full-time Paraplanner to join their team.

The ideal candidate will have at least 2 years of Paraplanning experience, their Level 4 Diploma (or close to), and strong technical product knowledge.

You will support a variety of Financial Planners by conducting research, creating illustrations, and writing reports based on clients' needs. The role involves providing advice on investment planning, trusts and estate planning, retirement planning, and equity release. A broad knowledge in these areas is essential.

Benefits -

  • £35k-45k depending on experience
  • Hybrid working arrangement after probation period
  • Financial and study support towards professional qualifications
  • Staff socials and incentives
  • Discretionary yearly bonus

Apply Now: If you're interested in this position, please apply using the link or contact Jack Hill directly at .

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