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This is a unique opportunity to join an employee-owned organisation where collaboration, culture, and client service come first. No shareholders. No sales targets. Just a genuine shared commitment to delivering high-quality financial advice and long-term planning success.
What you will be doing:-
Working closely with Financial Planners to support the delivery of exceptional advice
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Conduct investment research and prepare detailed financial recommendations
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Build cash-flow models, analyse client data, and produce accurate, compliant reports
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Engage with clients to explain financial strategies clearly and confidently
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Use tools like Transact, Intelliflo, and cash-flow modelling software to manage client portfolios and reporting
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Experience as a Para-planner within an IFA or Financial Planning environment
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Working towards or already holding Level 4 Financial Planning Diploma (CII, CISI, FCA, DipFA or equivalent)
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Strong understanding of platforms, investment products, and financial planning processes
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Excellent communication, attention to detail, and a proactive mindset
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A team player with strong organisation and time management skills
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Up to £38,000 DOE
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Tax-free bonus potential through employee ownership
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26 days holiday + birthday off + additional days with service
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Group life cover, regular social events, and networking opportunities
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Supportive, inclusive team culture focused on growth and wellbeing
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Flexible working and a modern office environment in Bournemouth
This is a role where culture truly matters, you’ll be part of a company where your voice is heard, your growth is supported, and your work is genuinely appreciated. No sales. No pushy targets. Just great people doing great work, together.
Talent Finance are committed to promoting Equity, Diversity and Inclusion in the workplace. We review all applicants on equal merit and we do not discriminate on the basis of age, gender, sex, relationship status, disability, race, religion/beliefs, or sexual orientation.
