Technical Paraplanner - Wealth Planning Reports (Office)

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

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.