Paraplanner

Recruit UK; Fareham; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A boutique financial advisory firm in Fareham is seeking an experienced Paraplanner to support Financial Planners. The role involves building client relationships, assisting with technical queries, and conducting cash flow modelling. Offering a salary up to £45,000 DOE and benefits including private medical insurance and a hybrid work model, this position is ideal for those looking to grow in a supportive environment.

Benefits

Annual profit share bonus

Private medical insurance

20 days holiday plus bank holidays

Additional holiday days over time

Christmas break not deducted from holiday allowance

Qualifications

• Minimum of 3 years' paraplanning experience in a financial planning environment.
• Strong knowledge of financial services products and planning tools.
• Additional exams such as J01, J02, or PTS are desirable.

Responsibilities

• Build strong client relationships and attend meetings.
• Assist Financial Planners with technical queries.
• Conduct cash flow modelling using Voyant.

Skills

Client relationship management

Technical financial knowledge

Cash flow modelling

Education

Diploma in Financial Planning or equivalent

Tools

Voyant

Job description

Are you an experienced Paraplanner looking for a lucrative opportunity at a company with a supportive culture?

RecruitUK are working with a boutique IFA in Fareham, committed to delivering outstanding financial planning and client service. They're seeking a dedicated Paraplanner to support Financial Planners across all aspects of the advice process, from client file preparation through to implementation and ongoing review.

This role offers an excellent environment for career development and technical mastery.

What's on offer:

• Salary up to GBP45,000 DOE, plus annual profit share bonus.
• Hybrid working (1 day a week from home).
• Private medical insurance and sponsored study.
• 20 days holiday plus bank holidays, with additional days added over time.
• Christmas break not taken from holiday allowance.

Key Responsibilities

• Build strong client relationships and attend meetings when required
• Assist Financial Planners with technical queries
• Send and follow up on Letters of Authority in line with business processes
• Ensure completeness of all client documentation including fact finds, compliance paperwork, and risk profiling
• Conduct cash flow modelling using Voyant
• Maintain up-to-date and accurate client records across back-office and platform systems
• Analyse product and provider options, prepare comparisons and draft suitability reports
• Support end-to-end processing of business submissions

What we're looking for:

• A minimum of 3 years' paraplanning experience within a financial planning environment
• Strong knowledge of financial services products, planning tools, and modelling software (Voyant desirable)
• Diploma in Financial Planning or equivalent (Level 4); additional exams such as J01, J02, or PTS are desirable

If you're a technically skilled Paraplanner looking for a role that allows you to focus on quality advice support, this opportunity is the one for you!

Apply now to find out more!