Paraplanner - Hampshire

  • Location:

    Hampshire, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Extensive Benefits

  • Contact:

    Nick Tagg

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Start date:


Are you an experienced Paraplanner looking to join a people focused business?

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm.

Paraplanner responsibilities

As a Paraplanner, you will be responsible for:

Review Factfinds and meeting notes from their team of Independent Financial Advisers to ensure they meet compliance guidelines
Research to ensure holistic advice is provided
Provide suitability reports and recommendations, for final approval by the Independent Financial Adviser
Your role is key to ensure their private clients continue to receive quality, compliant advice meeting their financial planning needs
Requirements to be considered

Must have experience as a Paraplanner
Must be Level 4 Diploma qualified in Financial Planning or working towards this
Must have strong attention to detail and able to explain complex information clearly
Preferably, you should have a strong technical knowledge of pensions

Company benefits including PMI, income protection, 4x DIS, critical illness and pension
Fruit and drink provisions and a relaxing working environment
Career progression available to transition to become a Financial Adviser in due course

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.