Paraplanner Based Wimborne, Dorset Salary: £30,000 - £35,000 Are you a Part or Diploma qualified Paraplanner who is looking for your next move? Are you looking to work with an Adviser so you can build and develop strong relationships with the clients? Do you feel that you are not using your technical skills as much as you should be? Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling? Would you like to work for a larger business with a full range of benefits? If so, we have the opportunity for you The company and role: Our client is an Independent IFA who are now looking for a Paraplanner to join their team. They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered. The role: Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance. Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning. Prepare cash flow reports and presentations for client meetings. Research and stay up to date on industry trends, products, and regulations. Collaborate with financial advisor to implement and execute client strategies. Further information: Discretionary bonus Healthcare 25 days holiday 1 x Well being day Bday off 2 x days study leave per exam So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.