Job Description
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
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