Paraplanner
🔒 Confidential Employer
Posted 24 April 2026
LOCATION
Fareham
TYPE
Full-time
LEVEL
Mid-Senior level
SALARY
£47,000 / year
CATEGORY
Finance
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion
SKILLS
Paraplanner experience
Financial Planning
Pensions
Investments
Suitability reports
Financial analysis
Client records
Financial planning systems
FULL DESCRIPTION
[Employer hidden — view at passion-project.co.uk] are looking for a motivated and detail-oriented Paraplanner to join a growing financial planning team within an IFA. You will work closely with Financial Advisers to support the delivery of high-quality advice to clients by conducting research, analysing financial information, and preparing suitability reports.
Key Responsibilities
- Analyse client financial information, objectives and risk profiles
- Conduct research on pensions, investments and protection products
- Prepare clear and compliant suitability reports for advisers
- Obtain product illustrations and supporting technical documentation
- Support advisers with financial analysis and cashflow modelling
- Maintain accurate client records and documentation
- Work closely with advisers and administration teams to ensure excellent client service
Skills and Experience
- Previous Paraplanner experience within an IFA or wealth management environment
- Strong knowledge of pensions, investments and financial planning products
- Excellent attention to detail and analytical skills
- Strong organisational skills with the ability to manage multiple tasks
- Confident using financial planning systems and research tools
Qualifications Essential
- Level 4 Diploma in Financial Planning (or working towards)
- GCSEs (or equivalent) including English and Maths
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