Paraplanner
Winchester - Hybrid
Full time
We’re looking for an experienced Paraplanner to join a growing team in Winchester, and play a key role in supporting a group of highly qualified Financial Planning Directors.
This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.
What we’re looking for:
* CII Diploma in Financial Planning (essential); Chartered status desirable
* At least 2–3 years’ paraplanning experience
* Strong technical knowledge of UK tax, pensions, and estate planning
* Excellent organisational skills and attention to detail
What’s on offer:
* Hybrid working and a supportive, developmental environment
* Full exam support to continue progressing your career
* The chance to work alongside a collaborative team of financial planners and paraplanners
If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.