Paraplanner

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Job Description

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.

The Opportunity:

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

Key Responsibilities:
  • Preparing detailed suitability reports
  • Carrying out technical research
  • Supporting advisers with client recommendations
  • Maintaining accurate client records
  • Assisting with client meetings where required
Requirements:
  • DipPFS qualified
  • Experience in a paraplanning role
  • Strong organisational and communication skills
Benefits:
  • Hybrid working (1 day office-based)
  • Excellent career progression
  • Competitive salary package

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Location:
Southampton
Job Type:
FullTime
Category:
Finance And Insurance

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