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.
Job Ref 90340
Location Fareham
Salary £40,000 - £50,000 Per Annum
Employment Type Permanent
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 (3 days 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
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