Paraplanner

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

Benefits offered by this job

Auto-enrolment pension

Employee benefits scheme

20 days holiday + bank holidays (rises

to 25 days after probation)

Job summary

Premier Jobs UK Ltd represents a reputable wealth management firm based in Fareham, Hampshire. This Paraplanner role focuses on producing detailed technical reports across pensions, investments, bonds, EIS, SEIS and VCTs in an office-based environment.

You will deliver paraplanning support, with a dedicated team handling minor transactions. Diploma-qualified or experienced report writers are encouraged to apply, with a strong path to develop technical expertise.

Qualifications

• Experience in financial services with report writing exposure.
• 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.
• 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

Report writing

Financial services

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.