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Desk Based Financial Planner

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Fareham

Hybrid

GBP 40,000 - 45,000

Full time

3 days ago
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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.

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