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A financial services company in Fareham is seeking an experienced Paraplanner to support Financial Planners with client files and ongoing reviews. The role offers a salary of up to £45,000, hybrid working options, and benefits including private medical insurance and annual profit share. Ideal candidates will have at least 3 years' experience in paraplanning and relevant financial qualifications.
Job Title:Paraplanner
Industry:Financial Services
Location:Fareham
Salary:£40,000 – £45,000
Job Reference:9815
Are you an experienced Paraplanner looking for a lucrative opportunity at a company with a supportive culture?
RecruitUK are working with a boutique IFA in Fareham, committed to delivering outstanding financial planning and client service. They’re seeking a dedicated Paraplanner to support Financial Planners across all aspects of the advice process, from client file preparation through to implementation and ongoing review.
This role offers an excellent environment for career development and technical mastery.
What’s on offer:
Key Responsibilities:
What we’re looking for:
If you’re a technically skilled Paraplanner looking for a role that allows you to focus on quality advice support, this opportunity is the one for you!