PARAPLANNER | Southampton

We are currently recruiting for Paraplanner jobs in Southampton with a well-established and highly respected financial planning firm.

This opportunity would suit an experienced Paraplanner looking to join a professional and supportive environment where you will play a key role in delivering high-quality financial advice. The firm has a strong reputation in the market and offers excellent long-term career prospects.

The Role

Working closely with Financial Planners, you will provide technical support across a broad range of financial planning areas, ensuring advice is accurate, compliant, and tailored to client needs.

Responsibilities will include:

• Writing suitability reports across pensions, investments, and protection
• Undertaking detailed technical research to support recommendations
• Maintaining accurate and compliant client records (KYC)
• Supporting Financial Planners in achieving positive client outcomes
• Assisting with client meetings and cashflow modelling where required
• Managing workloads effectively to meet deadlines
• Building strong working relationships with internal stakeholders
• Supporting wider team initiatives and projects

About You

• Level 4 Diploma in Financial Planning (DipPFS)
• Strong paraplanning experience with solid technical knowledge
• Experience producing high-quality written advice
• Working towards Chartered status (desirable)
• Strong attention to detail and organisational skills
• Confident communicator, both written and verbal
• Ability to work independently and as part of a team

Benefits

• Competitive salary package
• Private medical cover
• Life assurance
• Pension scheme
• Hybrid working model
• Generous annual leave
• Option to buy additional holiday
• Enhanced family-friendly benefits

Apply Now

If you’re exploring Paraplanner jobs in Southampton and want to join a forward-thinking financial planning firm, we’d be keen to hear from you. Apply today or contact us for more information.