Senior Paraplanner
9 days ago
Fareham
RecruitUK are working with a growing boutique IFA based in Fareham, renowned for putting client experience at the heart of everything they do. \n \n They've built a culture where people enjoy coming to work, and that shows in the long-term relationships they build. With continued growth and a reputation for delivering exceptional financial planning, they're now looking for a Chartered Paraplanner who enjoys solving complex planning challenges and wants to play a key role in shaping client outcomes. \n \n What's in it for you \n\n • Salary between £48,000 and £55,000\n, • Annual discretionary bonus (Between £4,000-£13,000)\n, • Hybrid/Remote working\n, • Life and Critical Illness cover\n, • Income Protection\n, • Exam support and technical development\n, • A collaborative team where your ideas and expertise are valued\n\n \n Your responsibilities \n\n • Work alongside advisers to develop client strategies across complex financial planning cases\n, • Carry out advanced research across pensions, investments, tax planning, trusts and estate planning\n, • Prepare and review high-quality suitability reports and financial planning documentation\n, • Complete technical calculations including pension allowances, CGT, IHT and income tax scenarios\n, • Produce and review cashflow modelling\n, • Provide technical support during adviser discussions and selected client meetings\n, • Help improve technical standards, templates and internal processes\n\n \n We’re looking for \n\n • A completed Level 6 Advanced Diploma in Financial Planning (or equivalent Level 6 qualification)\n, • Excellent technical knowledge across pensions, investments, protection and taxation\n, • Experience preparing and reviewing complex suitability reports\n, • The confidence to question assumptions and contribute to adviser discussions\n, • A collaborative approach and a desire to share technical knowledge with others\n\n \n If you're a Chartered Paraplanner looking for a role where your expertise will be recognised and rewarded, apply today!