At a Glance
- Tasks: Produce detailed financial reports and support advisers in a dynamic office environment.
- Company: Reputable wealth management firm dedicated to exceptional client service.
- Benefits: Competitive salary, pension scheme, 20+ days holiday, and employee benefits.
- Other info: Office-based role with great career progression opportunities.
- Why this job: Develop your technical skills while making a real impact in financial planning.
- Qualifications: Experience in financial services and report writing; diploma preferred but not essential.
The predicted salary is between 30000 - 45000 £ per year.
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.
Your 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.
Ready to take the next step in your paraplanning career? Apply today!
Locations
Paraplanner in Hampshire, Winchester employer: Premier Jobs UK Limited
As a Remote Mortgage Advisor with our client, you will benefit from a robust support system that prioritises your success through tailored marketing tools and campaigns designed specifically for your local area. The company fosters a collaborative work culture that encourages personal growth and mastery of self-generated leads, ensuring that you have the resources and opportunities to thrive in your career while enjoying the flexibility of remote work.
