Paraplanner salaries in East Hampshire, HAM

Strong knowledge of pensions, investments and financial planning products. Knowledge of Quilter products and processes. Cash flow modelling (where appropriate).

9 days ago

Review policy information prepared by the administration team. Liaise with Advisers, the administration team, providers, network and clients.

Up to £45,000 a year

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Working collaboratively with paraplanning colleagues, advisers, compliance and administration teams, you will be responsible for producing accurate, compliant…

£35,000 - £45,000 a year

3 days ago

Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified. Strong knowledge of retail investments, pensions,…

Confidence dealing with high‑net‑worth clients. Deliver holistic financial planning across investments, pensions, protection, and tax.