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We are working with a fully independent and established financial planning practice located in the heart of Southampton. Our client prides itself on providing tailored financial solutions to a portfolio of longstanding clients, ensuring they receive the highest level of service and expertise. They are now seeking to recruit a motivated and skilled Paraplanner to join their growing team.
Role Overview:As a Paraplanner, you will play a crucial role in supporting the financial planners by preparing comprehensive reports, conducting research, and assisting with client communications. This is an excellent opportunity for someone looking to advance their career in a supportive and forward-thinking environment.
Key Responsibilities:
- Prepare detailed financial reports and recommendations based on client needs and objectives.
- Conduct thorough research on financial products and investment options.
- Collaborate with financial planners to develop and implement client strategies.
- Maintain accurate and organised client files and documentation.
- Assist in client meetings and follow-up communications.
- Stay updated on industry trends, regulations, and best practices.
Qualifications:
- Previous experience as a Paraplanner or in a similar role within a financial services environment.
- Strong understanding of financial planning concepts and products.
- Relevant qualifications e.g., Level 4 Diploma in Financial Planning is desirable.
- Excellent analytical and research skills.
- Strong attention to detail and organisational abilities.
- Effective communication skills, both written and verbal.
Why apply:
- Be part of a well-respected and established firm with a supportive team culture.
- Opportunities for professional development and ongoing training.
- Competitive salary and benefits package.
- Flexible working arrangements available.
If you are passionate about financial planning and looking for an opportunity to grow your career within a reputable practice, we would love to hear from you!
