_{27th November, 2025}

Tempting recruitment are working with a leading Financial Planning & Accountancy practice based in Dorset, who are looking for an experienced paraplanner to join their growing team!

Job Role: Paraplanner
Temporary or Permanent: Perm 
Location: Wimborne, Dorset (Hybrid)
Rate of Pay: Competitive salary + Bonus Scheme and Benefits
  

JOB DESCRIPTION
The duties and responsibilities of this role will include: 

• Working with the Financial Planners on their high net worth client bank.
• Advising a wide range of issues including investment planning, trusts and estate planning, retirement planning and equity release.
• Working with financial services research tools.
• Hybrid working available after a probation period.

THE SUCCESSFUL CANDIDATE
The successful candidate will have the following skills and competencies: 

• 5+ years paraplanning experiencing
• Level 4 diploma qualification in financial planning (or equivalent)
• Excellent inter‐personal skills, both written and verbal, with team members, providers and clients.
• Honesty, integrity and ability to maintain confidence and confidentiality

Please be advised that only candidates that have the specific skills and experiences required for this role will be shortlisted and submitted to our client for review. 

HOW TO APPLY
Press the APPLY button or contact Sonny Bastone on 01322950504 or Sonny.Bastone@temptingrecruitment.co.uk

INDPERM

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