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Permanent

Paraplanner

Fareham
money-bag 30000.00-30000.00 Annual
3155369731
Posted Yesterday

Are you an experienced Paraplanner looking for your next career move with a well-established wealth management firm? This Paraplanner job offers the opportunity to work on technical financial planning cases in a supportive, office-based environment.As a Paraplanner, you''ll be responsible for producing comprehensive technical reports across pensions, investments, bonds, EIS, SEIS, and VCTs. This isn''t an admin-heavy role - you''ll focus purely on paraplanning work, with a separate team handling minor transactions and top-ups. Whether you''re diploma-qualified or have solid report writing experience gained through IFA administration, this Paraplanner position welcomes applications from those ready to develop their technical skills.Your Paraplanner duties will include:- Researching and preparing detailed pension transfer reports- Producing investment and bond recommendations- Completing technical reports for EIS, SEIS, and VCT cases- Liaising with advisers to deliver high-quality technical support- Ensuring all work meets regulatory standardsParaplanner Requirements:- Essential: Experience in financial services with report writing exposure- Essential: Knowledge of pensions, investments, and technical planning areas- Desirable: Diploma in Financial Planning or working towards qualification- Desirable: Experience in a paraplanning or senior IFA administration role- Essential: Willingness to work office-based full-timeThe CompanyOur client is a reputable wealth management firm ..... full job details .....

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