Paraplanner (Pensions Management) in Fareham, Hampshire

Specialist Recruiters in Financial Services Senior Paraplanner / Paraplanning Manager 35,000 - £60,000 (depending on experience) Quarterly bonus scheme Pension scheme On-site parking Potential for one day working from home per week (following successful probation and subject to business needs) Templegate Recruitment is proud to be working with a well-established, independent financial planning firm seeking an experienced Senior Paraplanner or Paraplanning Manager to join their growing business. This opportunity has arisen as the current Senior Paraplanner is progressing into a Financial Adviser position, creating an exciting opening for someone looking to take the next step in their career. Produce high-quality suitability reports and financial planning documentation. Conduct technical research across pensions, investments and protection products. Work closely with Financial Advisers to deliver excellent client outcomes. Review and maintain high standards of report writing and technical accuracy. Utilise Salesforce and other internal systems effectively. Maintain up-to-date knowledge of industry legislation and regulatory changes. Previous experience as a Senior Paraplanner or in a Paraplanning leadership role. Excellent technical knowledge across pensions, investments and financial planning. Strong report writing and analytical skills. Experience using Salesforce or similar CRM systems. Ideally Chartered Financial Planner or Fellow qualified;