Southampton Permanent £30,000 - £45,000
  • My client in Southampton is looking to hire a Paraplanner.
  • Excellent salary and benefits package to the successful candidate.

About Our Client

My client is a wealth management company based in Southampton.

Job Description

The role will report to the Head of Paraplanning and the key areas of responsibility are as follows:

  • Analyse client information and existing investments/policies
  • Tax calculations
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • Write complex suitability reports
  • Cash flow modelling
  • Review and document procedures and workflows
  • Liaise with clients, and attend client meetings where required
  • Point of contact for technical queries
  • Assisting with training colleagues

The Successful Applicant

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.

They will:

  • Demonstrate a strong technical knowledge and understanding of all financial products
  • Be level 4 diploma qualified as a minimum and ideally working towards Charter status
  • Have a minimum of 3 years' experience within a paraplanning role
  • Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
  • Have a good attention to detail
  • Be an effective communicator, both verbally and in writing
  • Be able to deal with a fast pace and high-pressure workload and need to not be afraid to challenge

What's on Offer

An excellent salary and benefits package, including further qualification support, is available to the successful candidate.

James Carman
Quote job ref
Phone number
+44 2380 682 200

Job summary

Financial Services
Sub Sector
Secretarial & Business Support
Financial Services
Contract type
Consultant name
James Carman
Consultant phone
+44 2380 682 200
Job reference