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Paraplanner

Bournemouth
Heat Recruitment
Posted: 3 November
Offer description

Location

Bournemouth

Salary £35000 - £40000 TypePermanent WorkplaceOn-Site Ref89066

Paraplanner Bournemouth (Hybrid Available)

Salary: Up to £40,000 + benefits

Were working with a well-established financial planning firm in Bournemouth who are looking for an experienced Paraplanner to join their growing team.

Youll 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.

Whats on offer:

1. Up to £40,000 basic salary

2. Hybrid working after initial training period

3. Supportive, professional environment with strong long-term stability
4. 24 days holiday plus bank holidays
5. Discretionary bonus

Experience Required:

6. Proven Paraplanning experience within an IFA or wealth management firm

7. Strong knowledge of pension transfers and complex investment cases

8. Skilled in report writing and supporting advisers with technical work

9. Level 4 Diploma preferred but not essential

Apply now or get in touch to find out more about this Bournemouth based Paraplanning role.

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