Are you an experienced Paraplanner looking for a lucrative opportunity at a company with a supportive culture?

RecruitUK are working with a boutique IFA in Fareham, committed to delivering outstanding financial planning and client service. They’re seeking a dedicated Paraplanner to support Financial Planners across all aspects of the advice process, from client file preparation through to implementation and ongoing review.

This role offers an excellent environment for career development and technical mastery.

What’s on offer:

• Salary up to £45,000 DOE, plus annual profit share bonus.
• Hybrid working (1 day a week from home).
• Private medical insurance and sponsored study.
• 20 days holiday plus bank holidays, with additional days added over time.
• Christmas break not taken from holiday allowance.

Key Responsibilities

• Build strong client relationships and attend meetings when required
• Assist Financial Planners with technical queries
• Send and follow up on Letters of Authority in line with business processes
• Ensure completeness of all client documentation including fact finds, compliance paperwork, and risk profiling
• Conduct cash flow modelling using Voyant
• Maintain up-to-date and accurate client records across back-office and platform systems
• Analyse product and provider options, prepare comparisons and draft suitability reports
• Support end-to-end processing of business submissions

What we’re looking for:

• A minimum of 3 years’ paraplanning experience within a financial planning environment
• Strong knowledge of financial services products, planning tools, and modelling software (Voyant desirable)
• Diploma in Financial Planning or equivalent (Level 4); additional exams such as J01, J02, or PTS are desirable

If you’re a technically skilled Paraplanner looking for a role that allows you to focus on quality advice support, this opportunity is the one for you!

Apply now to find out more!