Job Description
Paraplanner – Grow with a Business That Actually Cares
Southampton - 1 day WFH after probation
Full time, permanent
Salary is dependent on experience
Not all financial planning firms are created equal.
We’re working with a values-led, client-first firm that’s on the lookout for a Paraplanner who wants to do more than just tick boxes.
This is your chance to be part of a genuinely supportive team where you’ll work closely with advisers, dive into fund and market research, and help deliver high-quality advice with real impact.
What you’ll be doing:
* Writing suitability reports and recommendations that reflect real insight
* Helping tackle complex client queries (you love a challenge)
* Researching funds, markets, performance and charges
* Collaborating with advisers to find the right solution, not just the easy one
* Keeping compliance tight and always up to date
What we’re looking for:
* Level 4 Diploma in Financial Planning (or well on your way to it)
* A curious mind, great communication, and strong attention to detail
* Team spirit, and a drive to deliver the best for clients
* Bonus points if you’re Chartered or have paraplanning experience—but if you’re eager and capable, they’ll help you get there.
What’s in it for you?
* 20–25 days holiday bank holidays
* Christmas shut down (without touching your holiday)
* Generous pension (5–10% company contribution)
* Life assurance & private medical insurance
* A culture that invests in you – not just your output
This is a career move, not just a job.
Sound like your kind of place? Hit apply or message us for more info – we'd love to tell you more.