Paraplanner

Paraplanner Poole Up to £45,000 Are you an experienced Paraplanner who enjoys technical depth, precision, and high-quality financial planning work?
This is a full-time opportunity for a Paraplanner who values structure, compliance, and professional autonomy within a well-supported environment.
If you re looking for a role where your technical expertise is genuinely relied upon, this Paraplanner position offers long-term challenge and stability. As a Paraplanner, you will benefit from:

• A full-time, technically focused role with clear responsibilities
• Autonomy to manage your workload independently
• Exposure to a broad range of pensions, investments, protection, and retirement planning cases
• A structured and professional working environment
• Close working relationships with experienced advisers and back-office support
• The opportunity to focus on quality and compliance rather than sales

As a Paraplanner, your responsibilities will include:

• Preparing clear, compliant suitability reports across pensions, investments, protection, and retirement planning
• Conducting detailed product research and fund analysis aligned with client objectives and risk profiles
• Ensuring all documentation meets FCA, provider, and internal compliance standards
• Supporting advisers with pre- and post-meeting preparation
• Liaising with providers, platforms, and internal teams as required

As a Paraplanner, your experience will include:

• Level 4 Diploma qualified as a minimum
• Proven experience in a paraplanning role within a regulated financial advice firm
• Strong technical knowledge of pensions, investments, and retirement planning
• Excellent attention to detail with a strong understanding of FCA compliance requirements
• Confidence using CRM and financial planning systems with high standards of record-keeping
• Experience using cash flow modelling software such as Voyant or FinCalc, highly desirable

If you're ready to take the next step in your career and progress as a technically focused Paraplanner, we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon for more information.