Paraplanner - Fareham

Trainee Financial Planner Fareham

About Attivo:

Attivo are Lifestyle Financial Planners.

Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.

Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whetheryoure a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.

Our culture is one of high performance continuous development and shared success. We promote from within and invest heavily in the progression of our people because when our people thrive so do our clients. Were proud to have been named one of the Professional Advisers Best Financial Advisers to Work For 2025.

About the role:

Were looking for a talentedParaplanner to support one of our most experienced and successful Associate Directors in our Fareham office. Youll be working at the heart of a high-quality financial planning practice delivering excellent outcomes for high-net-worth clients.

This role is ideal for a paraplanner who wants more than just back-office work. Youll be in client meetings contributing to recommendations and learning directly from a senior Financial Planner with a proven track record. If you aspire to become an adviser yourself well support you every step of the way with structured development mentoring and a clear path towards Chartered status and CAS sign-off.

About you:

Youre an experienced and ambitious paraplanner who wants to work in a forward-thinking high-performance environment. Youve already achieved your Diploma (or are close) and are committed to your development whether that means becoming Chartered or ultimately stepping into advice.

You take pride in your technical ability your attention to detail and your desire to make a real difference to clients lives. Youre confident collaborative and ready to take the next step in your career with a firm that will invest in your future.

Key Responsibilities include:

• Provide technical support to an Associate Director including research cashflow modelling and report writing
• Join client meetings and support the delivery of personalised financial advice
• Ensure all advice is fully compliant technically sound and tailored to the clients goals
• Take responsibility for ongoing advice processes and support client communications
• Build your knowledge across pensions investments tax and estate planning
• Work towards becoming a Financial Planner if thats your goal with dedicated mentoring and development
• Collaborate closely with administrators and wider colleagues to ensure a seamless client experience
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Essential skills and experience:

• Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Strong experience in a paraplanning or technical financial planning role
• High level of technical knowledge across pensions investments and protection
• Excellent communication skills and a client-focused approach
• Organised proactive and keen to continue learning and developing
  

Desirable skills and experience:

• Progress towards Chartered status (or intention to start)
• Experience attending or contributing to client meetings
• Experience using cashflow modelling tools such as Voyant or CashCalc
• Familiarity with Intelligent Office or similar systems
• Ambition to transition into a Financial Planner role in future
  

Salary and benefits:

Negotiable depending on experience and qualifications.

Attivo also offers:

• Non-contributory Pension Scheme

• Private Medical Insurance

• Income Protection

• Critical Illness

• Death in Service

• Generous holiday allowance rising with length of service

• Work from home and flexible working available

• Parking allowance for employees who live over 1.5 miles away from the office

• Excellent culture promoting employee wellbeing and engagement

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If yourequire reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but is not limited to adverse financial history criminal records UK directorship and disqualifications check.

Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.

If we have received your details in response to a recruitment initiative we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do soin order to make informed decisions about whether to interview you and ultimately recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo we will retain that information and any information relating to that matter in case of future reference or queries.

Unless you request otherwise we may also contact individuals you have referred to us for example referees. We will only do this with your express permission.

Please visit our website to view our full privacy policy for prospective employees.

Required Experience:

Manager