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Senior Paraplanner – ‑Net‑Worth Planning
Job in
Fareham, Hampshire County, PO16, England, UK
Listed on 2026-01-17
Listing for:
Ortus PSR Ltd.
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
A reputable financial advisory firm is seeking an experienced Paraplanner to join its technical team. The role is full-time and office-based, focusing on high-net-worth clients. Responsibilities include analyzing client portfolios, writing FCA-compliant reports, and mentoring junior staff. Candidates should have a Level 4 Diploma in Financial Planning and at least 3 years of paraplanning experience. The position offers a competitive salary up to £45,000, quarterly bonuses, and a supportive work environment.
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Position Requirements
10+ Years
work experience
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