Job Description
Are you an established Paraplanner who enjoys getting stuck into complex cases, creating high quality suitability reports and supporting Advisers with detailed technical research? This role offers the chance to join a forward-thinking financial planning firm where you can truly add value, develop your expertise and play an important part in delivering exceptional client outcomes.
Working as part of a supportive and well-structured Paraplanning team, you will review fact-finds, challenge where more clarity is needed, carry out in-depth product research and produce clear, compliant recommendations across a wide range of planning areas. You will work closely with Advisers, Compliance and internal support teams, ensuring cases progress efficiently and client advice is delivered to an excellent standard.
This role is ideal for someone who thrives in a busy, technical environment and enjoys taking ownership of work. You will benefit from exposure to a broad variety of advice scenarios including pensions, investments, IHT, protection, drawdown and more, with opportunities to grow into mentoring or technical leadership responsibilities over time.
Paraplanner Requirements
• You must be level 4 Diploma qualified
• At least 5 years holistic Paraplanning experience
• You should have Strong report writing and whole-of-market research capability
• You should be Comfortable working across pensions, investments and protection
• You should be Competent using Microsoft Office and multiple provider / back-office systems
• Ideally you should have experience with IHT, bonds, trusts, AIM or drawdown planning
• CII J09 or progression toward Chartered status
The Company
A well-established, reputable financial planning business known for high technical standards and a collaborative culture. They are committed to supporting ongoing development and providing a structured Paraplanning environment with clear processes, strong compliance support and opportunities for progression.
Paraplanner Benefits
• Salary £45,000 to £50,000 (depending on experience)
• Hybrid working (Farnborough office / home based)
• Company pension
• Holiday entitlement
• Life assurance
• Additional employee benefits package
Location
Hybrid role with access to the Farnborough office. Candidates within a reasonable commuting distance are preferred.
If this sounds like the next step in your Paraplanning career, we would love to hear from you. Apply today to register your interest.
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