Paraplanner

Premier Jobs UK; Fareham; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Salary (£30,000-£45,000)

Auto-enrolment pension

Employee benefits scheme

25 days holiday rising to 25 days + BH

Office-based role

Job summary

Premier Jobs UK is working with a well-established wealth management client in Fareham to recruit a Paraplanner. You will focus on producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS and VCTs, with a dedicated team handling minor transactions.

This office-based role welcomes diploma-qualified or report-writing experienced candidates. The company emphasises regulatory compliance and high-quality technical support, with opportunities to develop technical

Qualifications

• Experience in financial services with report writing exposure.
• Knowledge of pensions, investments and technical planning areas.
• Willingness to work office-based full-time.

Responsibilities

• Researching and preparing detailed pension transfer reports.
• Producing investment and bond recommendations.
• Completing technical reports for EIS, SEIS, and VCT cases.
• Liaising with advisers to deliver high-quality technical support.
• Ensuring all work meets regulatory standards.

Skills

Financial services experience

Report writing

Pensions

Investments

Technical planning

Education

Diploma in Financial Planning

Job description

Are you an experienced Paraplanner looking for your next career move with a well-established wealth management firm? This Paraplanner job offers the opportunity to work on technical financial planning cases in a supportive, office-based environment.

As a Paraplanner, you'll be responsible for producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS, and VCTs. This isn't an admin-heavy role - you'll focus purely on paraplanning work, with a separate team handling minor transactions and top-ups. Whether you're diploma-qualified or have solid report writing experience gained through IFA administration, this Paraplanner position welcomes applications from those ready to develop their technical skills.

Your Paraplanner duties will include:

• Researching and preparing detailed pension transfer reports
• Producing investment and bond recommendations
• Completing technical reports for EIS, SEIS, and VCT cases
• Liaising with advisers to deliver high-quality technical support
• Ensuring all work meets regulatory standards

Paraplanner Requirements:

• Essential: Experience in financial services with report writing exposure
• Essential: Knowledge of pensions, investments, and technical planning areas
• Desirable: Diploma in Financial Planning or working towards qualification
• Desirable: Experience in a paraplanning or senior IFA administration role
• Essential: Willingness to work office-based full-time

The Company

Our client is a reputable wealth management firm based in Fareham, committed to delivering exceptional financial planning services to their clients.

Paraplanner Benefits:

• Salary: £30,000- £45,000 depending on qualifications and experience
• Auto-enrolment pension scheme
• Employee benefits scheme
• 20 days holiday plus bank holidays (rising to 25 days after probation)
• Office-based role

Location

This Paraplanner role is based in Fareham, Hampshire. Candidates should be within commutable distance of the office for daily attendance.