Recruit UK
Paraplanner
Paraplanner at Recruit UK, based in Fareham, South East England, paying £47,500 - £55,000 per annum. This is a permanent role with hybrid working.
- Pay
- £47,500 - £55,000 per annum
- Hours and contract
- Permanent · Hybrid
- Location
- Fareham, South East England
- Closing date
- Sector
- Finance & Accounting
11% below the typical rate for finance & accounting
Reference 57478973
About the role
Recruit UK is supporting a boutique financial planning business in Fareham on their search for an experienced Paraplanner to join their team.
This is a chance to have a real say in how reports and processes are shaped. You’ll get full admin support on your cases, allowing you to focus solely on the technical work.
Key responsibilities:
- Research and compare planning options, products and providers across pensions, investments, IHT, protection and equity release
- Prepare clear, accurate suitability reports and supporting calculations
- Review fact finds, existing arrangements and third-party information
- Work with advisers and admins to manage handovers, priorities and deadlines
What’s on offer:
- Salary up to £55,000 depending on qualifications and experience
- Hybrid working
- Free on-site parking
- Generous holiday allowance, birthday off plus two additional family days
- Progression opportunities into Financial Advice or Compliance
- Discounted financial planning services
Requirements:
- Level 4 Diploma in Financial Planning or equivalent (Required)
- A minimum of 1-year paraplanning experience on investment and pension cases
- Good understanding of financial services products, planning tools, and modelling software
If you’re a Paraplanner wanting to be closer to the advice and help shape how it’s delivered, get in touch today!
Reference: 57478973 · Posted 2 days ago · Closes 2 Dec 2026 · Listed via Recruit UK
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