Full job descriptionRecruitUK are working with a growing boutique IFA based in Fareham, renowned for putting client experience at the heart of everything they do.


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.


What’s in it for you
*Salary between £48,000 and £55,000
*Annual discretionary bonus (Between £4,000-£13,000)
*Hybrid/Remote working
*Life and Critical Illness cover
*Income Protection
*Exam support and technical development
*A collaborative team where your ideas and expertise are valued


Your responsibilities
*Work alongside advisers to develop client strategies across complex financial planning cases
*Carry out advanced research across pensions, investments, tax planning, trusts and estate planning
*Prepare and review high-quality suitability reports and financial planning documentation
*Complete technical calculations including pension allowances, CGT, IHT and income tax scenarios
*Produce and review cashflow modelling
*Provide technical support during adviser discussions and selected client meetings
*Help improve technical standards, templates and internal processes


We’re looking for
*A completed Level 6 Advanced Diploma in Financial Planning (or equivalent Level 6 qualification)
*Excellent technical knowledge across pensions, investments, protection and taxation
*Experience preparing and reviewing complex suitability reports
*The confidence to question assumptions and contribute to adviser discussions
*A collaborative approach and a desire to share technical knowledge with others


If you’re a Chartered Paraplanner looking for a role where your expertise will be recognised and rewarded, apply today!