Paraplanner

Overview

I\’m currently working in partnership with a highly regarded wealth management firm that is looking to appoint an experienced Paraplanner to join their team in Hampshire. The firm has an excellent reputation and has a strong presence across the South West.

They offer a supportive working environment with hybrid and flexible working arrangements, making it a great opportunity for a skilled Paraplanner seeking both professional development and work-life balance. The ideal candidate will need a minimum of 2 years experience working in paraplanning.

Responsibilities

• Preparing pre-approval documentation prior to report writing.
• Utilising all technology to produce accurate solutions for clients.
• Providing accurate, timely and compliant suitability reports.
• Ensuring all advice documentation is compliant according to FCA guidelines.
• Working with the adviser to gather sufficient client information.

Qualifications

• Based local to Hampshire
• Level 4 Diploma qualified
• Minimum 2 years experience working in paraplanning

Employment type

• Full-time

Seniority level

• Mid-Senior level

If this role sounds like it could be for you, please send your CV to Samantha.durbridge@idexconsulting.com

Location

Hampshire, United Kingdom

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