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I am currently working in partnership with a highly regarded wealth management firm that is looking to appoint 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 working arrangements, making it a great opportunity for a skilled Paraplanner seeking both professional development and work-life balance. The ideal candidate will need a minimum of 2 years of experience working in paraplanning.
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 is compliant according to FCA guidelines.
5. Working with the adviser to gather sufficient client information.
The successful candidate will need to be based locally to Hampshire and be Level 4 Diploma qualified. If this role sounds like it could be for you and you would like more information, please send your CV to [emailprotected].
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