Paraplanner – Bournemouth (Hybrid Available)
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
* 24 days holiday plus bank holidays
* Discretionary Bonus
* 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.