Paraplanner

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Paraplanner – Grow with a Business That Actually Cares Southampton - 1 day WFH after probation Full time, permanent Salary is dependent on experience
Not all financial planning firms are created equal. We’re working with a values-led, client-first firm that’s on the lookout for a Paraplanner who wants to do more than just tick boxes.
This is your chance to be part of a genuinely supportive team where you’ll work closely with advisers, dive into fund and market research, and help deliver high-quality advice with real impact.
What you’ll be doing: Writing suitability reports and recommendations that reflect real insight Helping tackle complex client queries (you love a challenge) Researching funds, markets, performance and charges Collaborating with advisers to find the right solution, not just the easy one Keeping compliance tight and always up to date
What we’re looking for: Level 4 Diploma in Financial Planning (or well on your way to it) A curious mind, great communication, and strong attention to detail Team spirit, and a drive to deliver the best for clients Bonus points if you’re Chartered or have paraplanning experience—but if you’re eager and capable, they’ll hel...
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Location:
Southampton
Salary:
Competitive salary
Job Type:
FullTime
Category:
Accounting & Finance

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