A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing and well-established wealth management firm with a strong reputation for delivering high-quality, client-focused advice.
Working as part of a collaborative and high-performing team, you will support highly successful Financial Planners by providing detailed technical analysis and suitability reports, helping to deliver tailored financial planning solutions to clients.
Key Responsibilities:
- Preparing detailed suitability reports across pensions, investments, protection, and tax planning
- Conducting technical research and analysis to support client recommendations
- Assisting with pre- and post-meeting work for Financial Planners
- Reviewing existing client arrangements and identifying planning opportunities
- Liaising with providers and internal teams to ensure smooth case progression
- Supporting ongoing client servicing, including annual reviews
About You:
- Previous experience as a Paraplanner within a financial planning environment
- Strong technical knowledge across pensions, investments, and wider financial planning areas
- Diploma qualified (Level 4), with progress towards Chartered status desirable
- Excellent attention to detail and report writing skills
- Strong organisational and communication skills
- A proactive and team-focused approach
What’s on Offer:
- Competitive salary (dependent on experience)
- Hybrid working – 3 days in the office and 2 days working from home
- Competitive company benefits
- Opportunity to join a growing, highly regarded firm
- Supportive and collaborative working environment
- Clear progression opportunities, including support towards further qualifications
This is an excellent opportunity for a Paraplanner looking to join a progressive firm where they can continue to develop their technical expertise and play a key role in delivering high-quality financial planning.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
