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 £40,00010% employer pension contributionFlexible working hours with work from home optionsFree on-site parkingHoliday buy-back schemeExam and study support after probationClear progression into a fully-fledged paraplanning roleSupportive, professional working environmentExposure to lifestyle financial planning within Wealth Management As a Junior Paraplanner, your responsibilities will include: Preparing suitability reports and supporting financial planning recommendationsConducting technical research across pensions, investments, and retirement planningAssisting with cashflow modelling and detailed client analysisMaintaining accurate client records in line with regulatory standardsLiaising 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 environmentProgress towards the Level 4 DiplomaA strong technical ..... full job details .....