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Hybrid Paraplanner – Financial Planning Specialist

Job in Bournemouth, Dorset County, BH1, England, UK
Listing for: Saltus Partners LLP
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm in the UK is seeking a Paraplanner to join their team. The role involves analyzing client information, managing investments, constructing solutions, and writing suitability reports. Ideal candidates will have strong communication skills and the CII Level 4 diploma, with proficiency in tools like Curo and FE Analytics. This position offers a hybrid working model with flexible hours to support work-life balance and a minimum of two days in the Bournemouth or Whiteley office.
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