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Permanent

Paraplanner - Wealth Management (IFA Firm) Near Fleet, Hampshire £40,000 - £50,000

Fleet
money-bag 40000.00-40000.00 Annual
3089589230
Posted Yesterday

Near Fleet, Hampshire £40,000 - £50,000 + FlexibilityA well-established Independent Financial Advice firm near Fleet is looking to hire a Paraplanner to join its friendly and collaborative team. The business supports around 600 clients with portfolio values typically ranging from £500k to £2m and has built a strong reputation for delivering high-quality, long-term financial advice.You''ll be working closely with a team of Advisers, alongside Paraplanners and Administrators, in a supportive and welcoming office environment. The role will involve preparing suitability reports, carrying out technical research, supporting client reviews, and assisting with the development of tailored financial planning strategies across pensions, investments, and protection.The RolePrepare high-quality suitability reports across pensions, investments, and protection Conduct technical research and analysis to support financial planning recommendations Work closely with Advisers to develop tailored client solutions Assist with client reviews, portfolio analysis, and recommendationsSupport more complex cases including retirement planning and tax-efficient strategies Ensure all work is compliant with regulatory standards About YouDiploma qualified (Level 4) or working towards it Experience within a paraplanning or technical support role in an IFA/wealth management firm Strong technical knowledge across pensions and investments Excellent attention to detail and report writing skills Comfortable worki

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