ESSENTIAL SKILLS AND EXPERIENCE:

• Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Strong experience in a paraplanning or technical financial planning role
• High level of technical knowledge across pensions, investments, and protection
• Excellent communication skills and a client-focused approach
• Organised, proactive, and keen to continue learning and developing

DESIRABLE SKILLS AND EXPERIENCE:

• Progress towards Chartered status (or intention to start)
• Experience attending or contributing to client meetings
• Experience using cashflow modelling tools such as Voyant or CashCalc
• Familiarity with Intelligent Office or similar systems
• Ambition to transition into a Financial Planner role in future

ABOUT THE ROLE:

We’re looking for a talented Paraplanner to support one of our most experienced and successful Associate Directors in our Fareham office. You’ll be working at the heart of a high-quality financial planning practice, delivering excellent outcomes for high-net-worth clients.
This role is ideal for a paraplanner who wants more than just back-office work. You’ll be in client meetings, contributing to recommendations, and learning directly from a senior Financial Planner with a proven track record. If you aspire to become an adviser yourself, we’ll support you every step of the way – with structured development, mentoring, and a clear path towards Chartered status and CAS sign-off.

KEY RESPONSIBILITIES INCLUDE:

• Provide technical support to an Associate Director, including research, cashflow modelling, and report writing
• Join client meetings and support the delivery of personalised financial advice
• Ensure all advice is fully compliant, technically sound, and tailored to the client’s goals
• Take responsibility for ongoing advice processes and support client communications
• Build your knowledge across pensions, investments, tax, and estate planning
• Work towards becoming a Financial Planner, if that’s your goal – with dedicated mentoring and development
• Collaborate closely with administrators and wider colleagues to ensure a seamless client experience