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.

Office Manager - Financial Planning

  • Truro
  • £35,000 - £45,000 + Bonus and benefits

We are working with a multi award winning, national financial planning organisation to recruit an Office Manager. Our client is a market leading business with offices across the UK; they have grown su...

Financial Planning Administrator

  • Exeter
  • £27,000 - £34,000 + Bonus and benefits

We are working with a highly regarded, independent Chartered Financial Planning firm in Exeter who are looking to appoint a Financial Planning Administrator to join their friendly and growing team. ...

Junior Paraplanner - Hybrid Working

  • Basingstoke and Deane
  • £30,000 - £37,000 + Bonus and benefits

Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to appo...

Paraplanner - Hybrid Working

  • Basingstoke and Deane
  • £40,000 - £50,000 + Bonus and benefits

Our client is a national, market-leading financial planning organisation with offices across the UK and an exceptional reputation within the industry. Due to continued growth, they are looking to recr...

IFA Administrator

  • Bristol
  • £26,000 - £32,000 + Bonus and benefits

We are currently recruiting for an IFA Administrator to join a highly regarded and growing financial planning firm. This is an excellent opportunity for an experienced administrator from a financial s...

IFA Administrator - Hybrid role

  • Fareham
  • £26,000 - £35,000 + bonus, benefits and hybrid working

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

IFA Administrator - Hybrid Working

  • Exeter
  • £28,000 - £35,000 + Bonus and benefits

We are working with one of the UK’s leading Financial Planning & Investment Management firms, known for its strong heritage and outstanding reputation. While they have a national presence, they ma...

IFA Sales Support Administrator - hybrid

  • Basingstoke and Deane, Alton, Guildford
  • £28,000 - £35,000 + hybrid, bonus and company benefits

We are delighted to be partnering with a highly respected, fully independent financial planning firm that has built an outstanding reputation within the industry. As an award-winning organisation, the...

don't miss out on great offers.

Decor

Get new jobs for this search by email

Loading...