Junior Paraplanner

Junior Paraplanner Poole £35,000 - £40,000 DOE Are you a Junior Paraplanner looking to deepen your technical knowledge and progress within lifestyle financial planning?
This Junior Paraplanner opportunity offers clear development, exposure to holistic advice, and the chance to grow within a supportive, structured environment.
If you re motivated by learning, precision, and long-term progression, this Junior Paraplanner role could be the next step in your career. As a Junior Paraplanner, you will benefit from:

• Salary up to £40,000
• 10% employer pension contribution
• Flexible working hours with work from home options
• Free on-site parking
• Holiday buy-back scheme
• Exam and study support after probation
• Clear progression into a fully-fledged paraplanning role
• Supportive, professional working environment
• Exposure to lifestyle financial planning within Wealth Management

As a Junior Paraplanner, your responsibilities will include:

• Preparing suitability reports and supporting financial planning recommendations
• Conducting technical research across pensions, investments, and retirement planning
• Assisting with cashflow modelling and detailed client analysis
• Maintaining accurate client records in line with regulatory standards
• Liaising with product providers and internal stakeholders to progress cases

As a Junior Paraplanner, your experience will include:

• Experience within a regulated Wealth Management administration or paraplanning environment
• Progress towards the Level 4 Diploma
• A strong technical understanding of pensions, investments, and retirement planning
• A structured, detail-focused approach to work
• A positive mindset with a clear desire to learn and develop professionally

If you re ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we d love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.