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 planning • Conducting technical research and analysis to support client recommendations • Assisting with pre- and post-meeting work for Financial Planners • Reviewing existing client arrangements and identifying planning opportunities • Liaising with providers and internal teams to ensure smooth case progression • Supporting ongoing client servicing, including annual reviews About You: • Previous experience as a Paraplanner within a financial planning environment • Strong technical knowledge across pensions, investments, and wider financial planning areas • Diploma qualified (Level 4), with progress towards Chartered status desirable • Excellent attention to detail and report writing skills • Strong organisational and communication skills • A proactive and team-focused approach What’s on Offer: • Basic salary to £47,000 • Hybrid working – 3 days in the office and 2 days working from home • Competitive company benefits • Opportunity to join a growing, highly regarded firm • Supportive and collaborative working environment • Clear progression opportunities, including support towards further qualifications This is an excellent opportunity for a Paraplanner looking to join a progressive firm where they can continue to develop their technical expertise and play a key role in delivering high-quality financial planning.