Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by preparing reports and conducting technical research.
- Company: A growing financial planning firm with a supportive culture.
- Benefits: Hybrid working, competitive salary, and excellent career progression.
- Other info: Flexible work environment with opportunities for growth.
- Why this job: Join a forward-thinking team and make a real impact in financial planning.
- Qualifications: DipPFS qualified with experience in paraplanning and strong communication skills.
The predicted salary is between 40000 - 46000 £ per year.
An exciting opportunity for an experienced Paraplanner to join a growing financial planning firm, with flexibility to be based in either Southampton or Exeter. This role offers a strong balance of technical work and collaboration with advisers, within a supportive and forward-thinking environment.
The Opportunity: You will work closely with Financial Planners, providing technical support and ensuring the delivery of clear, compliant and effective advice.
Key Responsibilities:
- Preparing detailed suitability reports
- Carrying out technical research
- Supporting advisers with client recommendations
- Maintaining accurate client records
- Assisting with client meetings where required
Requirements:
- DipPFS qualified
- Experience in a paraplanning role
- Strong organisational and communication skills
Benefits:
- Hybrid working (1 day office-based)
- Excellent career progression
- Competitive salary package
Paraplanner in Portsmouth employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of compliance. We want you to showcase your skills in preparing suitability reports and supporting advisers effectively.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Portsmouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in paraplanning and any relevant qualifications like DipPFS. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Technical Skills: Since this role involves a lot of technical work, make sure to showcase your technical skills in your application. Mention any specific tools or software you’re familiar with that could help us deliver effective advice.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AMG Search
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Be ready to discuss suitability reports and the research process, as these are key aspects of the role. Familiarise yourself with the latest compliance regulations too!
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in paraplanning. Talk about how you've supported advisers and contributed to client recommendations. This will demonstrate your hands-on expertise and how you can add value to their team.
✨Communication is Key
Since this role involves collaboration with Financial Planners, practice articulating your thoughts clearly. You might be asked to explain complex concepts, so being able to communicate effectively will set you apart. Consider doing mock interviews with a friend to refine your delivery.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client relationships or how they support career progression. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.