Paraplanner salaries in Fareham, HAM

Assist in the preparation of client financial plans, including cash flow analysis, investment strategies, and retirement planning.

£30,000 - £40,000 a year

14 days ago

Communicating with clients via telephone and email. Ideally be knowledge of investment products including pensions, ISAs, GIAs and bonds.

£28,000 - £35,000 a year

2 days ago

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

Knowledge of pensions, investments, and protection products beneficial. Professional and confident manner with clients and stakeholders.

£25,000 a year

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

9 days ago

Respond to client queries in a professional and timely manner. Resolve queries and chase outstanding information to ensure timely processing.

£28,000 - £30,000 a year