Full job descriptionRecruit 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!