Average Paraplanner salary in Southampton

ParaplannerLocation: Fareham (On-site or Remote - not hybrid)Salary: Up to £40,000 (DOE) Employment Type: Full-timeAbout the OpportunityAre you a Level 4 qualified paraplanner looking for a role where your technical expertise truly makes an impact? This is an exciting opportunity to join a respected financial planning firm in Fareham as a Technical Client Support (Paraplanner) professional, working closely with advisers and clients to deliver high-quality, tailored financial solutions.What You’ll Be DoingThis is a highly technical, client-facing role where you’ll be involved in every stage of the advice process. Your responsibilities will include:Client Meetings: Sitting in on client meetings alongside the adviser to understand objectives and provide technical input.Technical Analysis: Performing complex calculations, research, and cashflow modelling at Level 4/6 expertise.Report Writing: Producing detailed suitability reports in-house (with some reports outsourced to chartered paraplanners).Research & Planning: Conducting in-depth product and provider research, supporting the adviser with technical recommendations.You’ll be the adviser’s right-hand person for technical work, ensuring clients receive accurate, compliant, and tailored advice.About YouWe’re looking for someone who brings:Qualifications: Level 4 Diploma in Financial Planning (essential).Experience: Strong paraplanning background with exposure to complex technical work.Skills: Excellent analytical ability, attention to detail, and strong communication skills.Mindset: A proactive, client-focused approach and ability to work collaboratively with advisers.Working ArrangementsRemote or On-site: This role offers flexibility for fully remote or fully on-site working.No Hybrid: The firm does not currently offer hybrid arrangements.What’s in It for You?Competitive salary up to £40,000 (depending on experience).Opportunity to work on complex technical cases and develop advanced expertise.Direct involvement in client meetings and strategic financial planning.Supportive team environment with exposure to high-quality advice processes.Ready to take your paraplanning career to the next level?Apply today and join a firm that values technical excellence and client care.

Are you a highly skilled Paraplanner looking to join a prestigious, award-winning financial planning and investment management firm? This is an exceptional opportunity to become part of a true market leader with offices across the UK, renowned for their commitment to staff development, client service and career progression.Our client is seeking a Level 4 qualified Paraplanner to join their dynamic Winchester team. Working closely with a team of highly successful Financial Planners, you will play a vital role in delivering comprehensive technical support while being a key point of contact for clients.What’s on Offer:Basic salary up to £53,000Generous annual bonus schemeHybrid working for a great work-life balanceExcellent company benefits including:Strong pension schemeLife cover & income protectionPrivate Medical Insurance25 days holiday + bank holidaysOption to buy/sell additional holidaysOngoing professional development supportKey Responsibilities:Provide high-quality technical support to Financial Planners and clientsPrepare detailed reports, research and recommendationsLiaise directly with clients, ensuring exceptional service deliverySupport the completion of complex financial planning solutionsStay up to date with industry regulations and standardsWhat We’re Looking For:Level 4 Diploma qualified as a minimum (further exams advantageous)Previous experience as a Paraplanner within financial planning/wealth managementStrong technical knowledge and attention to detailExcellent communication and client relationship skillsAmbition to develop and progress within a leading firmThis company is well-known for minimal staff turnover, reflecting the supportive and rewarding working environment. They actively encourage and fund further qualifications, offering clear career progression pathways for ambitious individuals.If you’re ready to take the next step in your Paraplanning career and want to work for a firm that truly invests in its people, we’d love to hear from you.

An award-winning, nationally recognised wealth management firm with offices across the UK is seeking an ambitious Paraplanner to join its well-established team in Whiteley. This is an exciting opportunity to become part of a company that truly invests in its people - offering exceptional training, full study support and clear long-term career progression.Working closely with senior financial planners, you’ll deliver high-quality paraplanning support, including technical research, suitability report writing and in-depth analysis across a diverse range of pensions and investment cases.You’ll be joining a collaborative, supportive team where your expertise will be valued and developed. For the right person, there are clear pathways into advisory and or management etc - making this position perfect for someone who enjoys the technical depth of paraplanning while keeping future career options open – the client is also happy to consider somebody that is looking for a career paraplanner opportunity.What’s on offer:Competitive salary up to £50,000 (depending on experience)Discretionary bonus schemeComprehensive benefits packageHybrid working arrangement – 2 days in the office and 3 days working from home Ongoing professional development with full study support towards Chartered statusA progressive culture that recognises achievement and promotes from withinRequirements:Proven experience as a Paraplanner within a financial planning or wealth management environmentStrong technical knowledge of pensions and investmentsLevel 4 Diploma qualified (working towards Chartered status highly desirable)Excellent communication skills, with the ability to collaborate effectively with advisers and clientsThis is an outstanding opportunity to join a market-leading firm where you can make a real impact, enjoy genuine career progression and be part of a business that values professional growth and long-term success.