Senior Paraplanner

RecruitUK are working with a growing boutique IFA based in Fareham, renowned for putting client experience at the heart of everything they do.

They've built a culture where people enjoy coming to work, and that shows in the long-term relationships they build. With continued growth and a reputation for delivering exceptional financial planning, they're now looking for a Chartered Paraplanner who enjoys solving complex planning challenges and wants to play a key role in shaping client outcomes.

What's in it for you

\n
• Salary between £48,000 and £55,000
\n
• Annual discretionary bonus (Between £4,000-£13,000)
\n
• Hybrid/Remote working
\n
• Life and Critical Illness cover
\n
• Income Protection
\n
• Exam support and technical development
\n
• A collaborative team where your ideas and expertise are valued
\n

Your responsibilities

\n
• Work alongside advisers to develop client strategies across complex financial planning cases
\n
• Carry out advanced research across pensions, investments, tax planning, trusts and estate planning
\n
• Prepare and review high-quality suitability reports and financial planning documentation
\n
• Complete technical calculations including pension allowances, CGT, IHT and income tax scenarios
\n
• Produce and review cashflow modelling
\n
• Provide technical support during adviser discussions and selected client meetings
\n
• Help improve technical standards, templates and internal processes
\n

We’re looking for

\n
• A completed Level 6 Advanced Diploma in Financial Planning (or equivalent Level 6 qualification)
\n
• Excellent technical knowledge across pensions, investments, protection and taxation
\n
• Experience preparing and reviewing complex suitability reports
\n
• The confidence to question assumptions and contribute to adviser discussions
\n
• A collaborative approach and a desire to share technical knowledge with others
\n

If you're a Chartered Paraplanner looking for a role where your expertise will be recognised and rewarded, apply today!