Paraplanner

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
• 5% pension + Westfield Health cash plan
• Supportive, professional environment with strong long-term stability

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.