Desk Based Financial Planner

ZipRecruiter; Fareham; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading wealth management firm seeks a Desk Based Financial Planner in Fareham. This role offers a pathway to becoming a fully-fledged Financial Planner, emphasizing mentorship and client interaction. Candidates should possess a Level 4 Diploma in Regulated Financial Planning and relevant experience in paraplanning or client support, along with excellent communication and client relationship skills.

Benefits

26 days holiday + bank holidays

6% employer pension contribution

Private medical insurance

Life assurance (4x)

Group income protection

Full study and development support

Additional bonus opportunity

Qualifications

• Qualified paraplanner or associate adviser ready for client-facing role.
• Experience in paraplanning or client support.
• Exposure to client meetings or client-facing scenarios.

Responsibilities

• Provide desk-based financial advice via Teams, phone, and email.
• Work towards becoming a fully-fledged Financial Planner.
• Build lasting client relationships.

Skills

Understanding of pensions

Understanding of investments

Understanding of protection products

Communication

Client relationship building

Target-driven

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Job Description

Job Title: Desk Based Financial Planner

Location: Fareham (Hybrid working)

Salary: £40,000 - £45,000

This is an excellent opportunity for a qualified paraplanner, associate adviser, or client support professional ready to step into a client-facing advice role with a clear path to becoming a fully-fledged Financial Planner.

We’re working with a highly respected wealth management firm that’s offering a structured and supportive transition for those looking to move from technical or support roles into advising. You’ll join an established office and benefit from hands-on mentoring, with access to an existing client base.

The Required Skills:

• Level 4 Diploma in Regulated Financial Planning (minimum; ideally with SPS or near-CAS readiness)
• Previous experience in a paraplanning, client support, or associate adviser role
• Strong understanding of pensions, investments, and protection products
• Comfortable giving desk-based advice via Teams, phone, and email
• Confident communicator who’s had exposure to client meetings or client-facing scenarios
• Target-driven with a desire to build lasting client relationships and progress into full advice

What’s on Offer:

• Clear pathway to becoming a Financial Planner
• Additional bonus opportunity
• Hybrid working
• 26 days holiday + bank holidays
• 6% employer pension contribution
• Private medical insurance, life assurance (4x), and group income protection
• Full study and development support

To find out more, get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.