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Paraplanner - Fareham at Attivo Group
Fareham PO15 5TU, , United Kingdom - Full Time
Skills Needed
Modelling Tools, Financial Planning, Communication Skills, Protection, Investments
Qualification
Diploma
Child Development Specialist at A Change in Trajectory Inc
San Diego, California, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Instructional Assistant (5 Year Old) - Young @ Engelhard Elementary (2025-2 at Jefferson County Public Schools
Jefferson County, Kentucky, USA - Full Time
Skills Needed
Parking, Ged, Groups, Children, Communication Skills, Consideration, Completion, Adult Education, Scheduling, Transcripts
Qualification
Diploma
Business Development Representative, Commercial- Nordic Speaking (f/m/d) at Contentful
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Industrial Cleaner (part-time) - temp cover - until end of October min at Kemp Services Ltd
Lincoln LN5 7FD, , United Kingdom - Full Time
Skills Needed
Industrial Cleaning
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Shift Production Manager (Rotating) at Elevation Recruitment
Rotherham, England, United Kingdom - Full Time
Skills Needed
Data Reporting
Qualification
Graduate
Executive Assistant To CEO - Burgess Hill at Brainkind
Burgess Hill, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Site Supervisor at Stonbury Ltd
Guildford, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
1 day/ week in office Commercial Accountant (full time) at Michael Page
Wymondham, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Quality Assurance Manager - Product, Bids & Projects at Thales
7554 Hengelo OV, , Netherlands - Full Time
Skills Needed
Eligibility
Qualification
Graduate
Asphalt Plant and Maintenance Operator at Downer Group
Shepparton, Victoria, Australia - Full Time
Skills Needed
Continuous Improvement
Qualification
Graduate
Behavioral Health Specialist at Johns Hopkins University
Baltimore, MD 21205, USA - Full Time
Skills Needed
High End, Public Health, Mumps, Psychology, Exceptions, Teams, Accessibility, Spanish, Florida, Eligibility, Communication Skills, Medicine, Adolescent Psychiatry, Background Checks, English, Color, Documentation, Children, Consideration
Qualification
Diploma
Experience Required
Minimum 2 year(s)
IT Administrator at Tech Domain
Geelong, Victoria, Australia - Full Time
Skills Needed
Customer Service, Server Administration, Desktop Administration, Android, Windows
Qualification
Graduate
Field Service Engineer at Carrier
Inverness, Scotland, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Employability Tutor at Get Set UK 1
Burnley BB11 1DR, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Manager, Property at Newmark
Cleveland, OH 44102, USA - Full Time
Skills Needed
Consideration, Construction Management, Real Estate License, Color
Specialization
Business or related field
Qualification
Graduate
Experience Required
Minimum 8 year(s)
Data Manager - Analytics & Reporting at Syneos Health Commercial Solutions
Remote, Oregon, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
HVAC Vocational Teacher at TriCounty Regional Vocational Technical High School
Franklin, MA 02038, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Procurement Specialist Investment at PowerCo SE
St. Thomas, ON, Canada - Full Time
Skills Needed
Sap Procurement
Specialization
Economics business administration finance or related field and/or equivalent relevant work experience
Qualification
Graduate
Warehouse Shipping & Receiving Coordinator I at Ryder
Dallas, TX 75211, USA - Full Time
Skills Needed
Communication Skills, Management System, Sap
Qualification
Diploma
Paraplanner - Fareham at Attivo Group
Fareham PO15 5TU, , United Kingdom -
Full Time

Start Date

Immediate

Expiry Date

16 Sep, 25

Salary

0.0

Posted On

17 Jun, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Modelling Tools, Financial Planning, Communication Skills, Protection, Investments

Industry

Financial Services

Description

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
Responsibilities

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
Paraplanner - Fareham at Attivo Group
Fareham PO15 5TU, , United Kingdom - Full Time
Skills Needed
Modelling Tools, Financial Planning, Communication Skills, Protection, Investments
Qualification
Diploma
Child Development Specialist at A Change in Trajectory Inc
San Diego, California, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Instructional Assistant (5 Year Old) - Young @ Engelhard Elementary (2025-2 at Jefferson County Public Schools
Jefferson County, Kentucky, USA - Full Time
Skills Needed
Parking, Ged, Groups, Children, Communication Skills, Consideration, Completion, Adult Education, Scheduling, Transcripts
Qualification
Diploma
Business Development Representative, Commercial- Nordic Speaking (f/m/d) at Contentful
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Industrial Cleaner (part-time) - temp cover - until end of October min at Kemp Services Ltd
Lincoln LN5 7FD, , United Kingdom - Full Time
Skills Needed
Industrial Cleaning
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Shift Production Manager (Rotating) at Elevation Recruitment
Rotherham, England, United Kingdom - Full Time
Skills Needed
Data Reporting
Qualification
Graduate
Executive Assistant To CEO - Burgess Hill at Brainkind
Burgess Hill, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Site Supervisor at Stonbury Ltd
Guildford, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
1 day/ week in office Commercial Accountant (full time) at Michael Page
Wymondham, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Quality Assurance Manager - Product, Bids & Projects at Thales
7554 Hengelo OV, , Netherlands - Full Time
Skills Needed
Eligibility
Qualification
Graduate
Asphalt Plant and Maintenance Operator at Downer Group
Shepparton, Victoria, Australia - Full Time
Skills Needed
Continuous Improvement
Qualification
Graduate
Behavioral Health Specialist at Johns Hopkins University
Baltimore, MD 21205, USA - Full Time
Skills Needed
High End, Public Health, Mumps, Psychology, Exceptions, Teams, Accessibility, Spanish, Florida, Eligibility, Communication Skills, Medicine, Adolescent Psychiatry, Background Checks, English, Color, Documentation, Children, Consideration
Qualification
Diploma
Experience Required
Minimum 2 year(s)
IT Administrator at Tech Domain
Geelong, Victoria, Australia - Full Time
Skills Needed
Customer Service, Server Administration, Desktop Administration, Android, Windows
Qualification
Graduate
Field Service Engineer at Carrier
Inverness, Scotland, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Employability Tutor at Get Set UK 1
Burnley BB11 1DR, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Manager, Property at Newmark
Cleveland, OH 44102, USA - Full Time
Skills Needed
Consideration, Construction Management, Real Estate License, Color
Specialization
Business or related field
Qualification
Graduate
Experience Required
Minimum 8 year(s)
Data Manager - Analytics & Reporting at Syneos Health Commercial Solutions
Remote, Oregon, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
HVAC Vocational Teacher at TriCounty Regional Vocational Technical High School
Franklin, MA 02038, USA - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Procurement Specialist Investment at PowerCo SE
St. Thomas, ON, Canada - Full Time
Skills Needed
Sap Procurement
Specialization
Economics business administration finance or related field and/or equivalent relevant work experience
Qualification
Graduate
Warehouse Shipping & Receiving Coordinator I at Ryder
Dallas, TX 75211, USA - Full Time
Skills Needed
Communication Skills, Management System, Sap
Qualification
Diploma