Paraplanner

Winchester - Hybrid

Full time

We’re looking for an experienced Paraplanner to join a growing team in Winchester, and play a key role in supporting a group of highly qualified Financial Planning Directors.

This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.

What we’re looking for:

• CII Diploma in Financial Planning (essential); Chartered status desirable
• At least 2–3 years’ paraplanning experience
• Strong technical knowledge of UK tax, pensions, and estate planning
• Excellent organisational skills and attention to detail

What’s on offer:

• Hybrid working and a supportive, developmental environment
• Full exam support to continue progressing your career
• The chance to work alongside a collaborative team of financial planners and paraplanners

If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.