Paraplanner

FM JOBS LIMITED; Fareham; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Auto-enrolment pension scheme

Employee benefits scheme

20 days holiday plus bank holidays

Job summary

FM JOBS LIMITED is seeking an experienced Paraplanner for a well-established wealth management firm based in Fareham, Hampshire. The role focuses on producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS and VCTs in an office-based setting.

You will work closely with advisers to deliver high-quality paraplanning support, with opportunities to develop advanced technical skills and regulatory compliance knowledge.

Qualifications

• Experience in financial services with report writing exposure.
• Knowledge of pensions, investments and technical planning areas.
• Diploma in Financial Planning or working towards qualification considered.
• Experience in paraplanning or senior IFA administration desirable.
• 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 exposure

Education

Diploma in Financial Planning

Working towards qualification

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.

Ready to take the next step in your paraplanning career?