Paraplanner; Financial Services

Paraplanner (Financial Services)

40,000 - 50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends Away

Bordon, Hampshire

Are you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' holiday, and the opportunity to earn an annual bonus?

On offer is the opportunity to join a well-established Financial Services firm that is continuing to grow. They are a tight-knit branch that has been established for over 20 years and pride themselves on staff retention and a supportive culture.

Your role will involve carrying out full paraplanning activities to support the Advisors. This will include fact‑finding analysis, research, cash‑flow modelling, preparing detailed suitability reports, pension and investment comparisons, and undertaking technical work to ensure compliant and high‑quality advice.

Every other year, the owners organise a 3-4 day trip to Europe. Previous locations have included Madeira, Budapest, Dubrovnik, Valencia, and Krakow. In the years you do not travel abroad, there will be a UK‑based weekend away.

This role would suit an experienced Paraplanner looking to join a tight‑knit business that offers long‑term stability, a generous bonus scheme, and 33 days' holiday.

• Full paraplanning responsibilities
• Producing detailed suitability reports
• Research and technical analysis across pensions and investments
• Cashflow modelling and fund research
• 9am-5pm

• Experience in a Paraplanning role
• Strong technical knowledge of pensions and investments
• Experience producing suitability reports

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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