Paraplanner

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

Benefits offered by this job

Auto-enrolment pension

Employee benefits scheme

20 days holiday plus bank holidays

Office-based role

Job summary

FM JOBS LIMITED presents an exciting Paraplanner role based in Fareham, Hampshire. The successful candidate will produce comprehensive technical reports across pensions, investments, bonds, EIS, SEIS and VCTs for a well-established wealth management client.

You'll focus on paraplanning with a strong emphasis on technical planning, maintaining regulatory standards and liaising with advisers to deliver high-quality support. Office-based, full-time employment with competitive salary and benefits.

Qualifications

• 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.

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

Paraplanning

Pensions

Investments

Report writing

Regulatory compliance

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.

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.