We are currently recruiting for Paraplanner jobs in Southampton with a well-established and highly respected financial planning firm.
This opportunity would suit an experienced Paraplanner looking to join a professional and supportive environment where you will play a key role in delivering high-quality financial advice. The firm has a strong reputation in the market and offers excellent long‑term career prospects.
The Role
Working closely with Financial Planners, you will provide technical support across a broad range of financial planning areas, ensuring advice is accurate, compliant, and tailored to client needs.
Responsibilities will include:
* Writing suitability reports across pensions, investments, and protection
* Undertaking detailed technical research to support recommendations
* Maintaining accurate and compliant client records (KYC)
* Supporting Financial Planners in achieving positive client outcomes
* Assisting with client meetings and cashflow modelling where required
* Managing workloads effectively to meet deadlines
* Building strong working relationships with internal stakeholders
* Supporting wider team initiatives and projects
About You
* Level 4 Diploma in Financial Planning (DipPFS)
* Strong paraplanning experience with solid technical knowledge
* Experience producing high-quality written advice
* Working towards Chartered status (desirable)
* Strong attention to detail and organisational skills
* Confident communicator, both written and verbal
* Ability to work independently and as part of a team
Benefits
* Competitive salary package
* Private medical cover
* Life assurance
* Pension scheme
* Hybrid working model
* Generous annual leave
* Option to buy additional holiday
* Enhanced family‑friendly benefits
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