Chartered 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

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

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

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• A completed Level 6 Advanced Diploma in Financial Planning (or equivalent Level 6 qualification)
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• Excellent technical knowledge across pensions, investments, protection and taxation
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• Experience preparing and reviewing complex suitability reports
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• The confidence to question assumptions and contribute to adviser discussions
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• A collaborative approach and a desire to share technical knowledge with others
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If you're a Chartered Paraplanner looking for a role where your expertise will be recognised and rewarded, apply today!