Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset. About the Role: As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice. You will liaise with clients, providers, and colleagues, so strong communication skills—both written and oral—are essential. Key Responsibilities: Deliver full, end-to-end paraplanning support, including detailed technical analysis and preparation of client reports. Assist financial planners in developing client-specific financial strategies, ensuring compliance with regulations. Provide technical support and recommendations on various financial products, including IHT Planning, CGT calculations, Trusts, DB pension transfers, and more. Attend client and product provider meetings to enhance understanding and relationships. Process new business to completion and maintain our back-office system (Intelligent Office). Work closely with the Compliance Manager to resolve compliance issues and ensure adherence to regulations. Build and foster relationships with clients and team members, ensuring effective communication at all levels. Interpret information and statistical data to support informed decision-making. Requirements: Level 4 Diploma in Financial Planning (or equivalent) is desirable. Proven experience in a paraplanning role within the financial services sector. Strong technical knowledge to support financial planners with complex advice needs. Excellent communication and organisational skills. Our client is a forward-thinking business who value work/life balance. As a result, they are able to offer very flexible working options. They are happy for the individual to come into the office as little as once a week and they can also be flexible on working hours.