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:

• Competitive salary (dependent on experience)
• 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.