Paraplanner

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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

TPBN1_UKTJ
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Location:
Southampton
Salary:
£45,000
Job Type:
FullTime
Category:
Banking;Banking

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