Paraplanner

Overview

Join a reputable financial planning firm located in Fareham, Hampshire, as a skilled Level 4 Diploma qualified Technical Paraplanner. This permanent full-time position offers flexible working arrangements including on-site, hybrid, or fully remote setups, allowing attendance at the office for team meetings twice per month. The salary ranges between £40,000 to £55,000 annually, dependent on experience.

Key Responsibilities

• Participate in client meetings alongside advisers to grasp client objectives and contribute technical insights.
• Conduct intricate technical analysis involving complex calculations, research, and cashflow modeling, applying your Level 4+ expertise.
• Prepare comprehensive suitability reports internally, with occasional collaboration with chartered paraplanners for report outsourcing.
• Carry out detailed research on products and providers to support advisers with well-founded technical recommendations.

Candidate Profile

• Must possess a Level 4 Diploma in Financial Planning.
• Demonstrated strong experience in paraplanning, especially involving complex technical assignments.
• Excellent analytical skills, meticulous attention to detail, and proficient communication abilities.
• A proactive, client-centered mindset with the capability to collaborate effectively with advisers.

Working Conditions and Benefits

• Flexible working options including fully remote with minimal office presence or fully on-site.
• Competitive remuneration up to approximately £55,000 depending on qualifications and experience.
• Engagement with advanced technical cases to broaden and refine professional expertise.
• Direct involvement in strategic financial planning and client interactions.
• Supportive and collaborative team environment promoting excellence in financial advice.