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Love Financial Planning but don’t want to become an Adviser? Perfect. We’ve been waiting for you.
Are you a skilled Paraplanner who thrives on crafting smart, strategic financial plans, and wants to join a progressive, people-first financial planning firm where your technical expertise isn’t just appreciated, it’s central to everything we do.
This isn’t your typical corporate role. We're an employee-owned business where collaboration beats competition, client outcomes matter more than targets, and your development is as important as the work you do. No shareholders. No sales quotas. Just a unified team committed to delivering exceptional financial planning.
What You’ll Be Doing
Your work will power the success of both our clients and the Financial Planners you support:
- Partnering with advisers to shape and deliver top-tier financial advice
- Conducting in-depth investment research and crafting tailored recommendations
- Building insightful cash-flow models and crystal-clear financial reports
- Translating complex strategies into understandable guidance for clients
- Leveraging platforms like Transact, Intelliflo, and leading cash-flow modelling tools to manage portfolios and streamline reporting
What You Bring
We’re looking for a passionate paraplanning professional who’s all about quality and collaboration:
- Solid experience in a Paraplanner role within an IFA or financial planning setting
- Ideally working towards (or already achieved) Level 4 Diploma in Financial Planning (CII, CISI, DipFA, or equivalent)
- Confident knowledge of investment platforms, products, and planning processes
- An eye for detail, a proactive mindset, and excellent communication skills
- A natural team player who’s organised, curious, and client-focused
Why You’ll Love Working Here
- Salary is based on experience
- Tax-free bonus potential through employee ownership
- 26 days holiday, plus your birthday off, and more with length of service
- Supportive, inclusive culture that prioritises well-being, growth, and balance
- Modern office in Bournemouth, with hybrid working options
- Regular social events, networking opportunities, and a team that truly cares
This is a place where culture comes first, where your voice matters, your ideas are welcome, and your work makes a difference.
No sales pressure. No corporate nonsense. Just a passionate team, 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.
