Paraplanner / Part Qualified Paraplanner


An exciting opportunity has arisen for a Paraplanner/ Part Qualified Paraplanner to join an established IFA firm based in Southampton. To be considered, you are currently either a part-qualified paraplanner on route to being a paraplanner or you maybe a fully qualified Paraplanner looking for a new challenge. The role is to support the financial planning team across the following key areas:

* Undertake research and analyse provider products and funds
* Prepare files for client meetings and review
* Produce compliant recommendation reports
* Liaise with clients, providers, and advisers


Key Skills

  • Strong organisation skills with the ability to manage your workload to meet deadlines
  • Strong industry/technical knowledge essential, as is the desire to maintain this; relevant qualifications in financial planning helpful
  • The firm would be happy to support the successful candidate in furthering their qualifications and training if appropriate.

  • Job Number: 26057
  • Salary: £28,000 to £35,000 - Benefits
  • Sectors: Paraplanners
  • Types: Permanent
  • Locations: Southampton, Hampshire
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