Paraplanner
Up to £50,000
Hybrid working
Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm near Fareham? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice.
The Role:
You’ll be working in a POD system to support one or two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You’ll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience.
Key Responsibilities:
- Preparing detailed suitability reports across pensions, investments and protection
- Conducting technical research and analysis to support advice recommendations
- Liaising with Advisers, administrators and providers
- Ensuring all work meets regulatory and compliance standards
To be considered for this paraplanner opportunity:
- Previous experience as a Paraplanner within an IFA / wealth management firm
- Strong technical knowledge across pensions and investments
- Diploma qualified
- High attention to detail and strong report writing skills
- Confident communicator with a proactive approach
Benefits:
- Up to £50,000
- 33 days annual leave (incl. bank holidays) + buy/sell scheme
- Private medical cover & enhanced pension (up to 8% total contribution)
- Life assurance (4x salary) & income protection
- Agile working
- Hybrid working (3days in the office)
- Generous family leave & paid sick leave
- Study support, career coaching & development opportunities
- Employee referral bonus (up to £10,000)
- Health & wellbeing support (EAP, flu jabs, health checks)
- Cycle to work scheme & season ticket loan
If you’re looking for a role where you can add real value and continue developing your technical expertise, I’d be keen to speak with you. Apply today