Senior Paraplanner
Location: Southampton (hybrid working available)
Salary: £45,000-£60,000
Overview
An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.
Key Responsibilities
* Conduct research across pensions, investments, protection, and tax planning
* Prepare suitability reports and client documentation to a high standard
* Produce cashflow modelling and financial calculations
* Support Financial Planners in developing suitable client recommendations
* Ensure all work is compliant, clear, and client-focused
* Identify additional planning opportunities where appropriate
Team & Development
* Provide guidance and support to junior team members
* Share knowledge and contribute to a collaborative team environment
* Maintain and develop technical knowledge through ongoing learning
* Support improvements to processes and report templates
Skills & Experience
* Proven paraplanning experience within financial planning/wealth management
* Strong knowledge of financial planning products and advice areas
* Level 4 Diploma (or equivalent) required
* Progression towards Chartered status desirable
* Strong attention to detail, organisation, and communication skills
* Experience with cashflow modelling and back-office systems preferred
Additional Information
* No direct line management, but mentoring of junior staff expected
* Opportunity to work on complex cases and develop technical expertise