Paraplanner

IDEX Consulting; England; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A respected wealth management firm seeks an experienced Paraplanner to join their Hampshire team. With a focus on supporting professional development and work-life balance, the role involves preparing documentation, ensuring compliance, and enhancing solutions for clients. This opportunity offers flexibility and growth in a reputable organization.

Qualifications

• Experience in paraplanning is essential.
• Level 4 Diploma qualified.
• Strong client communication skills necessary.

Responsibilities

• Preparing pre-approval documentation for reports.
• Providing compliant suitability reports.
• Gathering client information with advisers.

Skills

Preparation of documentation

Client communication

Regulatory compliance

Technology utilisation

Education

Level 4 Diploma

Job description

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 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.

The successful candidate will need to be based local to Hampshire and be Level 4 Diploma qualified. If this role sounds like it could be for you, and you would like some more information please send your CV to [e-mail]

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