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I am currently working in partnership with a highly regarded wealth management firm seeking an experienced Paraplanner to join their team in Hampshire. The firm has an excellent reputation and a strong presence across the South West.
They offer a supportive working environment with hybrid and flexible arrangements, providing a great opportunity for a skilled Paraplanner looking for professional development and work-life balance. The ideal candidate will have at least 2 years of paraplanning experience.
Responsibilities:
1. Preparing pre-approval documentation prior to report writing.
2. Utilising all technology to produce accurate solutions for clients.
3. Providing accurate, timely, and compliant suitability reports.
4. Ensuring all advice documentation complies with FCA guidelines.
5. Collaborating with advisers to gather sufficient client information.
The successful candidate must be based near Hampshire and hold a Level 4 Diploma qualification. If this role interests you and you'd like more information, please send your CV to [emailprotected]
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