Are you an experienced Paraplanner looking for your next career move with a well-established wealth management firm? This Paraplanner job offers the opportunity to work on technical financial planning cases in a supportive, office-based environment.
As a Paraplanner, you'll be responsible for producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS, and VCTs. This isn't an admin-heavy role you'll focus purely on paraplanning work, with a separate team handling minor transactions and top-ups. Whether you're diploma-qualified or have solid report writing experience gained through IFA administration, this Paraplanner position welcomes applications from those ready to develop their technical skills.
Paraplanner duties will include:
- Researching and preparing detailed pension transfer reports
- Producing investment and bond recommendations
- Completing technical reports for EIS, SEIS, and VCT cases
- Liaising with advisers to deliver high-quality technical support
- Ensuring all work meets regulatory standards
Paraplanner Requirements:
- Essential: Experience in financial services with report writing exposure
- Essential: Knowledge of pensions, investments, and technical planning areas
- Desirable: Diploma in Financial Planning or working towards qualification
- Desirable: Experience in a paraplanning or senior IFA administration role
- Essential: Willingness to work office-based full-time
The Company
Our client is a reputable wealth management firm based in Fareham, committed to delivering exceptional financial planning services to their clients.
Paraplanner Benefits:
- Salary: £30,000- £45,000 depending on qualifications and experience
- Auto-enrolment pension scheme
- Employee benefits scheme
- 20 days holiday plus bank holidays (rising to 25 days after probation)
- Office-based role
Location
This Paraplanner role is based in Fareham, Hampshire. Candidates should be within commutable distance of the office for daily attendance.
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Paraplanner in Fareham employer: FM JOBS LIMITED
FM JOBS LIMITED is an exceptional employer that prioritises employee growth and development, offering a clear path to Chartered status for Paraplanners. With a supportive work culture that encourages collaboration across offices and the flexibility of hybrid working, employees can thrive in a dynamic environment while delivering high-quality financial planning services.
