Adzuna logo


Salary: £40000 Per Annum
Location: Wimborne
Contract type: Permanent
Apply for this job

The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

Level 4 Diploma qualified or working towards this
Previous experience within a fast-paced IFA Practice
High level of analytical capability and good communication skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

Apply for this job

Salary comparison:


The number of jobs in each salary range for all:

Similar jobs

JOBSWORTH £22,389 P.A.
Dovetail Recruitment Ltd
Wimborne, Dorset
30,000 - 40,000
Heat Recruitment
Wimborne, Dorset
Senior Paraplanner
Up to £60,000 per annum Salary negotiable dependent …
Poole, Dorset
£30000 Per Annum
POOLE, Dorset
From £30,000 to £40,000 per annum
Heat Recruitment
£40000 Per Annum
Wimborne, Dorset