FM JOBS LIMITED
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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.
Your 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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Location
This Paraplanner role is based in Fareham, Hampshire. Candidates should be within commutable distance of the office for daily attendance.
Ready to take the next step in your paraplanning career?
Apply today!
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location