About this role
Recruit UK is supporting a boutique financial planning business in Fareham on their search for an experienced Paraplanner to join their team.
This is a chance to have a real say in how reports and processes are shaped. You’ll get full admin support on your cases, allowing you to focus solely on the technical work.
Key responsibilities
- Research and compare planning options, products and providers across pensions, investments, IHT, protection and equity release
- Prepare clear, accurate suitability reports and supporting calculations
- Review fact finds, existing arrangements and third-party information
- Work with advisers and admins to manage handovers, priorities and deadlines
What’s on offer
- Salary up to £55,000 depending on qualifications and experience
- Hybrid working
- Free on-site parking
- Generous holiday allowance, birthday off plus two additional family days
- Progression opportunities into Financial Advice or Compliance
- Discounted financial planning services
Requirements
- Level 4 Diploma in Financial Planning or equivalent (Required)
- A minimum of 1-year paraplanning experience on investment and pension cases
- Good understanding of financial services products, planning tools, and modelling software
If you’re a Paraplanner wanting to be closer to the advice and help shape how it’s delivered, get in touch today!