Paraplanner | Holistic Wealth & Cashflow Specialist

Financial Divisions; Poole; On-site; GBP 30,000 - 45,000; Full time

Job summary

Financial Divisions is seeking a dedicated paraplanner to support the financial planning team. You will produce technically accurate financial plans, cashflow models and recommendation reports, while researching products and investments to back client advice.

The role focuses on high-net-worth clients across pensions, investments, protection and tax planning, with an emphasis on clarity and client understanding. Hands-on training and development are provided.

Qualifications

• Dip PFS with Chartered status or significant progress toward it preferred.
• Minimum two years paraplanning experience required.
• Proficiency with Microsoft Office and financial planning tools (Voyant or Xplan) essential.
• Ability to translate complex technical concepts into clear client-friendly reports.

Responsibilities

• Produce technically accurate and compliant financial plans and cashflow models.
• Prepare recommendation reports and meeting documentation.
• Conduct product and investment research to support recommendations.
• Ensure each client document reflects clarity, accuracy and care.
• Collaborate with the financial planning team to support holistic client advice.

Skills

Paraplanning

Cashflow modelling

Investment research

Financial planning

Education

Dip PFS

Tools

Voyant

Xplan

Microsoft Office

Job description

Financial Divisions is seeking a dedicated paraplanner to support the financial planning team. You will produce technically accurate financial plans, cashflow models and recommendation reports, while researching products and investments to back client advice.

The role focuses on high-net-worth clients across pensions, investments, protection and tax planning, with an emphasis on clarity and client understanding. Hands-on training and development are provided.