Paraplanner

Premier Jobs UK Limited; Southampton; 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

Office-based role

Job summary

Premier Jobs UK Limited is recruiting an experienced Paraplanner for a well-established wealth management firm based in Fareham, Hampshire. The role focuses on technical paraplanning work, producing pension transfer reports, and financial planning documents with a hands-on, office-based approach.

The candidate should have experience in pensions, investments, and technical planning areas, with a diploma in financial planning or working toward certification.

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.
• Experience in 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

Financial services experience

Report writing

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.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.