Eden Rose
Junior Paraplanner
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Junior Paraplanner
Job Ref
90770
Location
Fleet
Salary
£30,000 - £40,000 Per Annum
Employment Type
Permanent
Location: Fleet, Hampshire
Type: Permanent
Job #90770
Salary: £30,000 - £40,000 Per Annum
Junior Paraplanner
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
You’ll be able to learn from two Senior Paraplanners in the business, and collaborate with administrators and advisers.
You’ll be preparing research, craft detailed recommendation reports, and ensure all client solutions are compliant and aligned with their long-term objectives.
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Benefits
- Up to £40,000
- Pension contribution
- DIS
- Parking
- Part time or Full time
- 35 hour week with flexibility
- A supportive and collaborative team culture that values growth and professional development.
- Opportunities to advance towards Chartered status or senior paraplanner roles.
To Be Considered For This Paraplanner Position
- Level 4 Diploma qualified or working towards – CISI/ CII/ LIBF
- Proven paraplanning experience within an advisory or wealth management environment.
- Excellent understanding of financial products – investment, tax planning, and regulatory frameworks.
- Proficient in using financial planning software and CRM systems – training can be provided
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Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms: Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support
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