Location
Poole, Dorset, England
Industry sector
Financial Services
Job type
Permanent | Full Time
Job start date
ASAP
Posted date
05/05/2026
Closing date
02/06/2026
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 £35,000
10% employer pension contribution
Flexible working hours with work from home options
Free on-site parking
Holiday buy-back scheme
Exam and study support after probation
Clear progression into a fully-fledged paraplanning role
Supportive, professional working environment
Exposure to lifestyle financial planning within Wealth Management
As a Junior Paraplanner , your responsibilities will include:
Preparing suitability reports and supporting financial planning recommendations
Conducting technical research across pensions, investments, and retirement planning
Assisting with cashflow modelling and detailed client analysis
Maintaining accurate client records in line with regulatory standards
Liaising 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 environment
Progress towards the Level 4 Diploma
A strong technical understanding of pensions, investments, and retirement planning
A structured, detail-focused approach to work
A positive mindset with a clear desire to learn and develop professionally
If you're ready to take the next step as a Junior Paraplanner and build a long-term career within lifestyle financial planning, we'd love to hear from you. Apply today with an up-to-date CV or call Claire Heckford at Rubicon Recruitment for more information.