Paraplanner (Professional Connection IFA) Hampshire

  • Location:

    Hampshire, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    Extensive Benefits

  • Contact:

    Nick Tagg

  • Contact email:

  • Job ref:


  • Published:

    8 months ago

  • Expiry date:


  • Start date:


I am representing the much admired Financial Advisory arm of a top 20 regional Accountancy business who are seeking an experienced, customer focussed paraplanner to join their existing team.

This role sits within a team of 4 paraplanners and will support 2 Chartered Financial Planners. It is crucial that the successful candidate possesses excellent communications skills, as a key part of this role will be to develop and maintain good relationships with clients as well as introducers and providers.

Main responsibilities

* Work with a 2 Senior Consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations.
* Ensure sufficient client information obtained and analyse information gathered by the consultant and challenging advice where required.
* Undertake sufficient product, investment and market research - using Voyant for cash flow modelling
* Attain and maintain the level of competence as required by the firm.
* Ensure relevant CPD is maintained and recorded accurately.
* Keep up to date with all relevant product, legislative or technical changes.

Skills and experience

* A minimum of 2 years experience as a Paraplanner
* Diploma in Financial Planning with a good understanding of the fee based advise process
* Analytical tools include the use of Voyant or similar
* Back office systems experience - Intelliflo or similar
* A good knowledge and understanding of the investment, pension and protection products and taxation
* A desire to establish yourself with a reputation as a high quality Paraplanner.

The company offers a competitive basic salary plus 4 x DIS, 75% Income protection, 3% employer pensions contribution and a further employer matching up to max of 2%, PMI on single person basis and 23.5 days holiday plus bank holidays

For more detail contact Nick Tagg at Search Consultancy on 01293 848137 or email

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.