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.

Ready to take the next step in your paraplanning career?