Paraplanner - Hybrid working

A fantastic opportunity has arisen for an experienced Paraplanner to join a modern, forward-thinking financial planning practice in Basingstoke. This is an excellent chance to become part of a growing and well-established wealth management firm with a strong reputation for delivering high-quality, client-focused advice.Working as part of a collaborative and high-performing team, you will support highly successful Financial Planners by providing detailed technical analysis and suitability reports, helping to deliver tailored financial planning solutions to clients.Key Responsibilities:Preparing detailed suitability reports across pensions, investments, protection, and tax planningConducting technical research and analysis to support client recommendationsAssisting with pre- and post-meeting work for Financial PlannersReviewing existing client arrangements and identifying planning opportunitiesLiaising with providers and internal teams to ensure smooth case progressionSupporting ongoing client servicing, including annual reviewsAbout You:Previous experience as a Paraplanner within a financial planning environmentStrong technical knowledge across pensions, investments, and wider financial planning areasDiploma qualified (Level 4), with progress towards Chartered status desirableExcellent attention to detail and report writing skillsStrong organisational and communication skillsA proactive and team-focused approachWhat''s on Offer:Basic salary to £47,000 Hybrid working - 3 days ..... full job details .....