Paraplanner — High-Impact, AI‑Aware Planning Firm

Financial Divisions; Poole; On-site; GBP 35,000 - 48,000; Full time

Job summary

Financial Divisions is seeking a capable paraplanner to take ownership of technically accurate financial plans, cashflow models and reports for high-net-worth clients. You will work closely with the planning team to ensure high-quality advice and clear client understanding.

The role emphasizes hands-on training, development, and the opportunity to influence client outcomes by applying robust research and modern financial planning tools such as Voyant.

Qualifications

• Diploma in Financial Planning is required.
• Minimum two years paraplanning experience.
• Proficiency with Microsoft Office and financial planning tools such as Voyant.

Responsibilities

• Produce technically accurate and compliant financial plans, cashflow models and recommendation reports.
• Carry out product and investment research.
• Prepare meeting documentation and ensure each piece reflects clarity and client care.
• Translate complex financial concepts into clear client guidance.

Skills

Paraplanning experience

Cashflow modelling

Voyant

MS Office

Education

Diploma in Financial Planning

Tools

Voyant

Job description

Financial Divisions is seeking a capable paraplanner to take ownership of technically accurate financial plans, cashflow models and reports for high-net-worth clients. You will work closely with the planning team to ensure high-quality advice and clear client understanding.

The role emphasizes hands-on training, development, and the opportunity to influence client outcomes by applying robust research and modern financial planning tools such as Voyant.