Finance Jobs
Paraplanner
Your Consultant
Anja Davison
Are you a skilled Paraplanner who loves financial planning and keen to expand on your experience in this field, without being pushed to step up into a Financial Advisor role? Then we have the perfect opportunity for you. We’re looking for someone who loves working as a Paraplanner and is keen to join a progressive, people-focused financial planning firm where your expertise is truly valued.
This is a unique and broad opportunity to join an employee-owned organisation where collaboration, culture, and client service come first. No shareholders. No sales targets. Just a shared commitment to delivering high-quality financial advice and long-term planning success.
What you will be doing:
- Work closely with Financial Planners to support the delivery of exceptional advice
- Conduct investment research and prepare detailed financial recommendations
- Build cashflow models, analyse client data, and produce accurate, compliant reports
- Engage with clients to explain financial strategies clearly and confidently
- Use tools like Transact, Intelliflo, and cashflow modelling software to manage client portfolios and reporting
What we are looking for:
- Experience as a Paraplanner within an IFA or Financial Planning environment
- Working towards or already holding Level 4 Financial Planning Diploma (CII, CISI, FCA, DipFA or equivalent)
- Strong understanding of platforms, investment products, and financial planning processes
- Excellent communication, attention to detail, and a proactive mindset
- A team player with strong organisation and time management skills
Benefits and Culture:
- Up to £38,000 DOE
- Tax-free bonus potential through employee ownership
- 26 days holiday + birthday off + additional days with service
- Group life cover, regular social events, and networking opportunities
- Supportive, inclusive team culture focused on growth and wellbeing
- Flexible working and a modern office environment in Bournemouth
This is a role where culture truly matters, you’ll be part of a company where your voice is heard, your growth is supported, and your work is genuinely appreciated. No sales. No pushy targets. Just great people doing great work, together.
Apply directly or email your CV to anja@talentfinance.com
Talent Finance are committed to promoting Equity, Diversity and Inclusion in the workplace. We review all applicants on equal merit, and we do not discriminate on the basis of age, gender, sex, relationship status, disability, race, religion/beliefs, or sexual orientation.
Your Consultant