Paraplanner

We are representing a leading financial services firm in Hampshire who are dedicated to delivering exceptional wealth management solutions. Committed to fostering professional growth, our client offers an exciting opportunity for a Diploma-qualified Technical Paraplanner to join their team. This role presents a unique chance for career progression as the company expands its operations.

Position Overview:

As a Technical Paraplanner, you will play a pivotal role in the financial planning process. Your responsibilities will include crafting detailed financial strategies and collaborating closely with advisors to ensure the delivery of high-quality service to clients. This position offers promising career advancement prospects within a dynamic and growing organization.

Responsibilities:

• Utilise your technical expertise to support the development of financial plans and investment strategies.
• Conduct thorough research and analysis to provide accurate and effective recommendations.
• Collaborate closely with advisors to understand client needs and objectives.
• Prepare comprehensive reports and documentation for client meetings.
• Stay informed about industry regulations and best practices to maintain compliance and deliver quality service.

Requirements:

• Diploma qualification in financial planning or related field.
• Previous experience in a paraplanning role is preferred.
• Strong technical skills and proficiency in financial planning software.
• Excellent attention to detail and analytical abilities.
• Effective communication and collaboration skills.

Benefits:

• Competitive salary up to £40k, negotiable for the right candidate.
• Opportunity for hybrid work arrangement post-training completion.
• 4 x Death in Service insurance.
• Private Medical Insurance with the option to add partners/dependents after a 3-month probation period.
• 5% contribution to the group pension scheme.
• 25 days holiday allowance with the option to buy/sell 5 days.
• Support and training provided for RO (Diploma) /AF (Chartered) exams.