Paraplanner: Financial Research, Compliance & Client Support
Job in
Fleet, Hampshire County, PE12, England, UK
Listed on 2026-08-04
Listing for:
Lync Wealth Management Limited
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Services, Financial Compliance, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Lync Wealth Management Limited in Church Crookham, Hampshire, is seeking a paraplanner to support four financial advisers by conducting research, preparing reports, and ensuring regulatory compliance. You will gather documents from insurers and investment providers, assist with client money movements, and contribute to compliant client files.
The role emphasises attention to detail, data integrity, and ongoing professional development in financial planning tools and products.
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