Free cookie consent management tool by TermsFeed Paraplanner in Fareham | MBF

Paraplanner

  • Fareham
  • Permanent
  • £40,000 - £50,000 + Bonuses and strong company benefits

Job details.

An award-winning national wealth management firm with an excellent reputation is seeking an ambitious Paraplanner to join its well-established team. This is a fantastic opportunity to join a business that genuinely invests in its people, offering strong training, full study support and clear long-term career development.

Working closely with Senior Financial Planners, you will provide high-quality paraplanning support, including technical research, suitability report writing and detailed analysis across a broad range of cases.

You will be part of a collaborative and supportive team where your contribution is valued and your technical skills can continue to develop. The role offers clear progression pathways for those who may wish to move into advisory or management roles in the future, while also being equally suited to someone looking to build a long-term career as a paraplanner.

Requirements:

  • Proven experience as a Paraplanner
  • Level 4 Diploma qualified (working towards Chartered status highly desirable)
  • Strong technical knowledge
  • Excellent communication skills, with the ability to collaborate effectively with advisers and clients

What’s on offer:

  • Competitive salary up to £50,000 (depending on experience)
  • Bonus scheme (very good)
  • Comprehensive benefits package
  • Hybrid working
  • Ongoing professional development with full study support towards Chartered status

This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.

An award-winning national wealth management firm with an excellent reputation is seeking an ambitious Paraplanner to join its well-established team. This is a fantastic opportunity to join a business that genuinely invests in its people, offering strong training, full study support and clear long-term career development.

Working closely with Senior Financial Planners, you will provide high-quality paraplanning support, including technical research, suitability report writing and detailed analysis across a broad range of cases.

You will be part of a collaborative and supportive team where your contribution is valued and your technical skills can continue to develop. The role offers clear progression pathways for those who may wish to move into advisory or management roles in the future, while also being equally suited to someone looking to build a long-term career as a paraplanner.

Requirements:

  • Proven experience as a Paraplanner
  • Level 4 Diploma qualified (working towards Chartered status highly desirable)
  • Strong technical knowledge
  • Excellent communication skills, with the ability to collaborate effectively with advisers and clients

What’s on offer:

  • Competitive salary up to £50,000 (depending on experience)
  • Bonus scheme (very good)
  • Comprehensive benefits package
  • Hybrid working
  • Ongoing professional development with full study support towards Chartered status

This is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management

Thomas Williams

Financial Services

Contact Us

similar jobs.

Mortgage & Financial Services Administrator

  • Cheltenham
  • £26,000 - £32,000 + bonus and benefits

A well-established, boutique financial planning firm in Cheltenham is seeking an experienced Mortgage & Financial Services Administrator to support its continued growth. This is an excellent opport...

IFA Administrator

  • Weston-super-Mare
  • £28,000 - £36,000 + Bonus and benefits

We’re working with a highly successful, boutique financial planning practice, who are looking to welcome an IFA Administrator into their friendly and close-knit team. This is a fantastic opportunit...

IFA Administrator

  • Cheltenham
  • £25,000 - £32,000 + Bonus and benefits

We are proud to be working with a highly respected, boutique financial planning firm based in Cheltenham. This is a fantastic opportunity to join a successful and modern practice that truly values its...

Paraplanner

  • Cheltenham
  • £48,000 - £55,000 + Bonus and benefits

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the mark...

Senior Paraplanner

  • Trowbridge
  • £50,000 - £60,000 + Bonus and benefits

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, fully independent financial planning practice based in Trowbridge. This established and successfu...

File Review Officer - Home Based

  • Bristol, Exeter, Gloucester, Oxford, Plymouth, Southampton, Cardiff, Bournemouth, Bracknell Forest, Cheltenham, Fareham, Poole, Reading, Taunton, Guildford, Swindon
  • £40,000 £50,000 + bonus and company benefits

An exciting opportunity has arisen for an experienced File Review Officer to join a rapidly growing, national financial planning firm as part of their expanding Compliance & T&C function. This ...

Financial Advisor – Clients provided

  • Exeter
  • £70,000 - £85,000 + bonus and benefits

We are currently working with a highly reputable, national wealth management firm who are looking to appoint an experienced Financial Planner to join their growing team in Exeter. This is an excell...

IFA Administrator

  • Alton
  • £30,000 - £35,000 + bonus and strong company benefits

We are working with a highly successful, fully independent financial planning organisation recognised as one of the leading names in the industry. Established and award-winning, they are known for bot...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...