— New opportunity

PARAPLANNER | Southampton

📍 Southampton, United Kingdom 💼 Permanent 💷 46,500
minimum
Level 4
(DipPFS or DipFA)
level
Senior
Paraplanner
Flexibility
Hybrid
1 day per week in the office

Website AMG Search

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.

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    Role details

    📍
    Location Southampton, United Kingdom
    💷
    Salary 46,500
    💼
    Type Permanent, Full Time

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