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Fareham
Paraplanner

Paraplanner

Recruit UK

Posted 12 hours ago, valid for 11 days

Fareham, Hampshire PO15 7GS

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Recruit UK is seeking a Paraplanner for a rapidly growing private wealth management company in Whiteley, offering a salary range of £35,000 to £45,000.
The role requires a Level 4 Diploma qualification and ideally 3 years of experience in a similar paraplanning position.
Key responsibilities include running cashflow models, conducting reviews, training team members, and writing suitability reports.
The company promotes a dynamic culture that values excellence and customer service, with benefits including 28 days of holiday, full exam support, and flexible working options.
This position offers an opportunity to work within a firm that manages over £3 billion in client assets and provides a supportive environment for career growth.

Job Title: Paraplanner

Industry: Financial Services

Location: Whiteley

Salary: £35,000 - £45,000

Job Reference: 9176

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Whiteley to join a quickly expanding private wealth management company.

Our client has offices across the UK and advises on over 3 billion of client assets. This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.

They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service.

Duties:

Run Cashflow models for clients & tax calculations
Undertake reviews for the paraplanning team
Help with training team members
Build appropriate solutions for clients & make recommendations in conjunction with advisors
Write suitability reports for cases
Leading Pod meetings
Attending client meetings

Benefits:

28 days holiday, plus ability to buy more
Full exam support to Chartered
5% employer contribution to pension
Group Death in Service of 4 x basic annual salary
Group Income Protection
Private Medical Insurance after probation period
Flexible benefits platform with discount schemes
Cycle to work scheme
Flexible working - home and in any office

Skills and experience required:

Level 4 Diploma qualified (essential)
3 years’ experience in a similar Paraplanning role (desired)
Team player with high attention to detail

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Whiteley on a Paraplanning role.

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