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Paraplanner
Job Posted: a day ago
Salary: £ 42,000 - 48,000 / Annum
Job Type: Permanent
Location: Farnborough, Hampshire
Expire in: a month
Job Description
Paraplanner
Location: Farnborough / Remote
Salary: £42,000 - £48,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
Analyse FactFinds and meeting notes to ensure completeness and compliance.
Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
Liaise with providers to obtain accurate policy information.
Ensure all documentation is complete and compliant for processing.
Maintain internal systems to reflect real-time case progress and outcomes.
Collaborate with consultants, compliance, and business support teams to enhance service quality.
Mentor colleagues in specialised areas and contribute to knowledge sharing.
Keep up to date with market developments and maintain CPD.
Qualifications & Experience:
Proven Paraplanning experience across pensions, investments, and protection.
Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
Comfortable using Microsoft Office and provider systems.
QCF Level 4 Diploma (essential)
CII J09 and/or working towards Chartered status (desirable)
Skills:
Meticulous attention to detail with strong analytical skills.
Proactive and confident communicator.
Organised and efficient, capable of meeting deadlines in a target-driven environment.
Team player with a desire to mentor and share knowledge.
Benefits:
Private Medical Insurance
Income Protection (75% of salary for 3 years)
Life Assurance (4x salary)
Critical Illness Cover (£50,000 lump sum)
Employer Pension Contribution (6%)Before You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Farnborough, Hampshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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