Paraplanner Southampton / Exeter (either)
£40,000 £46,000 + Benefits

An exciting opportunity for an experienced Paraplanner to join a growing financial planning firm, with flexibility to be based in either Southampton or Exeter.

This role offers a strong balance of technical work and collaboration with advisers, within a supportive and forward-thinking environment.

You will work closely with Financial Planners, providing technical support and ensuring the delivery of clear, compliant and effective advice.

• Preparing detailed suitability reports
• Carrying out technical research
• Supporting advisers with client recommendations
• Maintaining accurate client records
• Assisting with client meetings where required

• DipPFS qualified
• Experience in a paraplanning role
• Strong organisational and communication skills

• Hybrid working (1 day office-based)
• Excellent career progression
• Competitive salary package

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