Paraplanner

Job Title: ParaplannerLocation: SouthamptonSalary: £35,000+ (DOE)This is an excellent opportunity to join a well-established and growing financial planning firm based in Southampton. The business has built a strong reputation for delivering high-quality, tailored advice and offers a supportive and collaborative working environment.They are looking to appoint a Paraplanner who can provide technical and research support to Financial Advisers, helping ensure clients receive clear, well-structured recommendations and an outstanding overall service.The Role:Provide technical support to Financial Advisers across a range of planning cases Carry out research on investments, pensions, and protection solutions Prepare review documentation and supporting analysis Draft suitability reports aligned to client objectives Assist in developing financial planning strategies and recommendations Maintain accurate client records and ensure compliance standards are met The Required Skills and Experience:Experience within paraplanning or financial services technical support Level 4 Diploma qualified or actively working towards completion Good understanding of core financial planning products Strong analytical and organisational skills High attention to detail and ability to manage workloads effectively Motivated to develop professionally within a planning environment What''s on Offer:Friendly and professional team culture Opportunity to build technical expertise and progress your career Support ..... full job details .....