Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial consultants by preparing reports and conducting market research.
- Company: Join a collaborative team focused on holistic financial advice.
- Benefits: Private medical insurance, income protection, life assurance, and pension contributions.
- Why this job: Make a real impact in financial planning while developing your skills.
- Qualifications: Proven paraplanning experience and strong technical knowledge required.
- Other info: Mentorship opportunities and a dynamic work environment await you.
The predicted salary is between 45000 - 50000 £ per year.
Location: Farnborough / Remote - 1 day a month in the Farnborough office
Salary: £45,000-£50,000
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
- Analyse FactFinds and meeting notes to ensure completeness and compliance.
- Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
- Liaise with providers to obtain accurate policy information.
- Ensure all documentation is complete and compliant for processing.
- Maintain internal systems to reflect real-time case progress and outcomes.
- Collaborate with consultants, compliance, and business support teams to enhance service quality.
- Mentor colleagues in specialised areas and contribute to knowledge sharing.
- Keep up to date with market developments and maintain CPD.
Qualifications & Experience:
- Proven Paraplanning experience across pensions, investments, and protection.
- Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
- Comfortable using Microsoft Office and provider systems.
- QCF Level 4 Diploma (essential)
- CII J09 and/or working towards Chartered status (desirable)
Skills:
- Meticulous attention to detail with strong analytical skills.
- Proactive and confident communicator.
- Organised and efficient, capable of meeting deadlines in a target-driven environment.
- Team player with a desire to mentor and share knowledge.
Benefits:
- Private Medical Insurance
- Income Protection (75% of salary for 3 years)
- Life Assurance (4x salary)
- Critical Illness Cover (£50,000 lump sum)
- Employer Pension Contribution (6%)
Paraplanner in Southampton employer: Mulberry Recruitment
Contact Detail:
Mulberry Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Southampton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who are already working as Paraplanners. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss IHT, Bonds, Trusts, and other key areas mentioned in the job description. We want you to shine when it comes to demonstrating your expertise!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities that suit your skills and aspirations. We’re all about finding the right fit!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Paraplanner in Southampton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in paraplanning, especially in areas like pensions and investments. We want to see how your skills align with our needs!
Show Off Your Skills: Don’t hold back on showcasing your analytical and research skills. Use specific examples from your past work that demonstrate your ability to prepare high-quality reports and conduct thorough market research.
Be Compliant and Accurate: Since compliance is key in this role, emphasise your attention to detail and any experience you have ensuring documentation meets regulatory standards. We love candidates who understand the importance of accuracy!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Mulberry Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge in areas like IHT, Bonds, Trusts, and Pensions. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in past roles. Whether it's drafting suitability reports or conducting market research, having specific instances ready will help demonstrate your capabilities.
✨Be a Team Player
Since collaboration is key in this role, think of times when you've worked effectively within a team. Highlight your mentoring experiences and how you've contributed to knowledge sharing, as this will resonate well with the interviewers.
✨Stay Updated
Keep yourself informed about the latest developments in financial planning. Mentioning recent changes or trends during your interview can show that you're proactive and committed to continuous professional development.