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Permanent

Paraplanner

Financial Divisions
Farnborough
money-bag £37000 Annual
Posted: 12 June 2026 (3 days ago)
Closing date: 12 July 2026
Ref: 3121177143

Paraplanner vacancyFarnborough offices (Hampshire)£39k plus bonuses and benefits25 days annual leave plus your birthday off DIS benefits, Holiday Purchase Scheme Pay rises per Chartered exam you completeMy client arE a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT and EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.The support team comprises of experienced Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.The Managing Director requires an experienced Paraplanner in their Farnborough office who will work amongst a team of 10 other Paraplanners of varying abilities and levels of experience. You will report into a dedicated Paraplanning Manager who will train and guide you through the role and ..... full job details .....

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