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Posted 4 January by Premier Jobs UK Limited Ended

Are you an experienced Paraplanner looking to join a leading independent financial planning and discretionary wealth management firm?

The Company

Founded in 2001, this leading independent, directly authorised wealth management firm has become one of the most successful Wealth Managers through organic growth and from acquisitions. They are now one of the top 30 adviser firms in the UK, who are AIM listed on the stock exchange and currently have over 80 Financial Advisers with in excess of £3bn of AUI. They are looking to urgently recruit Paraplanners to work from their regional offices in Devon, Dorset, Hampshire (x3) and Suffolk

Roles and Responsibilities

You will be responsible for preparing documentation, conducting analysis and producing relevant calculations to support adviser’s recommendations. You will be writing suitability reports and liaising with Financial Advisers and Compliance with regards to appropriate advice for our extensive client bank. Working within a team of circa 20 Paraplanners nationally, including 8 currently in Waterlooville and 5 in Poole you will be required to work well as part of a team as well as being able to work independently without close supervision.

Requirements to consider

In order to be considered for this role you should be level 4 Diploma qualified in Financial Advice or working towards this, with some experience in the financial services industry; either in an IFA support role or as an Adviser. As the company are continuing to expand rapidly they are looking for enthusiastic, driven individuals to join their team, offering excellent career progression.


  • Basic salary of £25,000 - £30,000 pa
  • 20 days holiday plus bank holidays
  • Auto enrolment pension terms
  • Childcare Voucher Scheme
  • Full study support
  • Normal office working hours (9am - 5:30pm)


  • Bishops Waltham
  • Brixham
  • Ipswich
  • Poole
  • Southampton
  • Waterlooville

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Required skills

  • Compliance
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing

Reference: 34135654

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