Paraplanner

Are you an experienced Paraplanner looking for your next career move with a well-established wealth management firm? This Paraplanner job offers the opportunity to work on technical financial planning cases in a supportive, office-based environment.

As a Paraplanner, you'll be responsible for producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS, and VCTs. This isn't an admin-heavy role you'll focus purely on paraplanning work, with a separate team handling minor transactions and top-ups. Whether you're diploma-qualified or have solid report writing experience gained through IFA administration, this Paraplanner position welcomes applications from those ready to develop their technical skills.

• Researching and preparing detailed pension transfer reports
• Producing investment and bond recommendations
• Completing technical reports for EIS, SEIS, and VCT cases
• Liaising with advisers to deliver high-quality technical support
• Ensuring all work meets regulatory standards

• Essential:
  Experience in financial services with report writing exposure
• Essential:
  Knowledge of pensions, investments, and technical planning areas
• Desirable:
  Diploma in Financial Planning or working towards qualification
• Desirable:
  Experience in a paraplanning or senior IFA administration role
• Essential:
  Willingness to work office-based full-time

Our client is a reputable wealth management firm based in Fareham, committed to delivering exceptional financial planning services to their clients.

• Salary: £30,000- £45,000 depending on qualifications and experience
• Auto-enrolment pension scheme
• Employee benefits scheme
• 20 days holiday plus bank holidays (rising to 25 days after probation)
• Office-based role

This Paraplanner role is based in Fareham, Hampshire. Candidates should be within commutable distance of the office for daily attendance.