Junior Paraplanner

About the role

We are seeking a motivated Junior Paraplanner to join our independent financial planning team in Poole. This entry‑level position offers hands‑on experience supporting advisers and delivering high‑quality client outcomes.

Key responsibilities

• Assist in preparing suitability reports and financial planning documents.
• Conduct product and provider research across pensions, investments, protection and retirement planning.
• Gather and analyse client financial information and documentation.
• Support advisers with pre‑ and post‑meeting preparation.
• Maintain accurate client records and update back‑office systems.
• Liaise with providers and platforms to obtain information and progress cases.
• Assist with cash‑flow modelling and basic financial planning analysis where applicable.

Required profile

• Previous experience in financial planning support, administration or a trainee paraplanning role.
• Understanding of financial planning concepts such as pensions, investments and protection.
• Strong attention to detail and organisational abilities.
• Good written communication skills for report preparation.
• Ability to manage multiple tasks and meet deadlines.

Required skills

• Microsoft Office.

What we offer

• Competitive salary £30,000‑£35,000 per year.
• Full‑time, office‑based role in Poole.