Fareham, Hampshire | Hybrid
£38,000–£45,000 + discretionary bonus & benefits
The Role
Working closely with advisers, you will support the full financial planning process, including:
- Reviewing client circumstances and existing arrangements.
- Conducting technical research across pensions, investments, protection, taxation and estate planning.
- Completing financial planning calculations.
- Preparing suitability reports and recommendation documentation.
- Supporting advisers with cashflow modelling and technical strategy.
- Managing cases through to completion and liaising with providers and colleagues.
- Contributing to improving technical processes and standards.
- Developing your knowledge and taking on increasingly complex cases over time.
We're looking for someone with:
- Level 4 Diploma in Regulated Financial Planning or equivalent.
- Experience in a Paraplanning, Technical Support or Financial Planning role within an IFA or wealth management environment.
- Good knowledge of pensions, investments, protection and taxation.
- Strong analytical, research and written communication skills.
- Excellent attention to detail and organisation.
- A genuine interest in continuing professional development.
What's on Offer?
- £38,000–£45,000 depending on experience.
- Discretionary bonus.
- Life & critical illness cover.
- Income protection.
- Pension scheme.
- Support towards professional development and Level 6 progression.
- Flexible hybrid or home-based working.
- Friendly, collaborative working environment.
If you're a Level 4 qualified or working towards it, Paraplanner or Technical Financial Planning professional looking for your next step, we'd love to hear from you.
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