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Paraplanner: Financial Research, Compliance & Client Support

Job in Fleet, Hampshire County, GU13, England, UK
Listing for: Lync Wealth Management Limited
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Compliance, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 28000 - 42000 GBP Yearly GBP 28000.00 42000.00 YEAR
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.

We would love to welcome a new Paraplanner:
Financial Research, Compliance & Client Support to our team in Fleet, England, United Kingdom.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Fleet, England, United Kingdom.

This opportunity is part of our work in Finance.

The advertised compensation is 28.000 - 42.000.

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