At a Glance
- Tasks: Support advisers in delivering exceptional financial planning services and prepare detailed recommendation reports.
- Company: A wealth management firm focused on tailored financial strategies for lasting wellbeing.
- Benefits: Competitive salary, hybrid work model, pension contributions, and a supportive team culture.
- Other info: Opportunities for professional development and advancement towards Chartered status.
- Why this job: Make a real difference in clients' lives while advancing your career in financial planning.
- Qualifications: Level 4 Diploma qualified or working towards it, with proven paraplanning experience.
The predicted salary is between 35000 - 50000 £ per year.
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
Job Details
- Location: Fleet, Hampshire
- Employment type: Permanent
- Work mode: Hybrid
- Salary: £35,000 – £50,000 per annum
Responsibilities
As a Paraplanner you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to prepare research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long‑term objectives.
Benefits
- £35,000 – £50,000
- Hybrid work model
- Pension contribution
- Disability insurance (DIS)
- Parking
- A supportive and collaborative team culture that values growth and professional development
- Opportunities to advance towards Chartered status or senior paraplanner roles
Qualifications
- Level 4 Diploma qualified or working towards – CISI/ CII/ LIBF
- Proven paraplanning experience within an advisory or wealth management environment
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks
- Proficient in using financial planning software and CRM systems (IO) – training can be provided
Paraplanner in Fleet employer: Eden Rose
Join a wealth management firm in Fleet, Hampshire, where your role as a Paraplanner will be pivotal in delivering exceptional financial planning services. With a hybrid work model and a strong emphasis on professional development, you'll thrive in a supportive team culture that encourages growth towards Chartered status or senior roles, all while enjoying competitive benefits including a pension contribution and disability insurance.
