Paraplanner
Poole
Up to £50,000
Paraplanner role – office-based or hybrid, full or part-time – even remote.
Are you an experienced and qualified paraplanner who’s ready for more than just report writing?
Do you want to be part of a forward-thinking business that values your input, develops your potential, and gives you a genuine voice in how things are done?
Working at Life Matters, means being an important part of a close knit and collaborative team. With our commitment to constant improvement, we don’t stand still for long, and your contributions and insights are vital.
Our values
Our work is guided by our six core values:
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- Put our clients at the centre of everything we do.
- Do the right thing, not the easy thing.
- Be curious and always pursue growth and learning.
- Collaborate to create brilliant, simple solutions.
- Embrace and drive change as a team.
- Act with passion and care in all our interactions.
If these values resonate with you, you’ll feel right at home here.
What you’ll be doing
- Collaborating closely with Financial Planners to craft clear, compliant, and technically accurate financial plans.
- Conducting deep product, investment, and platform research to support client recommendations.
- Producing meeting documentation and summaries that inform key client conversations.
- Helping deliver a consistent, high-quality client experience from behind the scenes.
- Supporting implementation by working with administration and ensuring actions are followed through.
- Attending and contributing to Investment Committee meetings.
- Constantly learning – from changes in legislation to improving internal processes.
What we’re looking for
You’re someone who:
- Has strong paraplanning experience and thrives in a technical, detail-oriented role.
- Can communicate complex information simply and clearly – both in writing and in person.
- Builds positive relationships with colleagues and clients alike.
- Is curious, driven, and takes pride in high standards.
- Wants to be part of a team where your voice matters and your work is valued.
Your experience & qualifications
- Diploma in Financial Planning (DipPFS).
- Minimum 2 years’ paraplanning experience.
- Excellent knowledge of pensions, investments, protection, and tax planning.
- Strong IT skills, including financial planning tools like Voyant and Microsoft Office.
Picture yourself at Life Matters
This is more than a job — it’s a chance to join a business where your expertise, your growth, and your wellbeing are taken seriously. If you’re looking for a supportive environment, challenging work, and the opportunity to make a real impact — we’d love to hear from you.
Whether you’re based in the office, working hybrid, part-time, full-time — or even fully remote — you’ll be expected to join us in person at least quarterly to stay connected and aligned with the team. To give us a strong foundation for the future, at the start of our relationship we’d like you to spend at least a couple of days in the office so we can get to know each other.
This paraplanner role offers real flexibility with a structure that helps us thrive together.
How to apply
We’re partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.
Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.
To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.
Apply now and take the next step in your career with us!
07711 876 033
simon@recruitmentrebellion.co.uk