Job Details

Paraplanner - Hampshire

Sector:Financial Services

Region : Greater London

Location: Hampshire

Salary: £25k - £35k

Job Ref.: SB-HAMP

Job Information

Our client is an established financial planning practice with a presence in the Hampshire area. Due to continued demand for their services and exponential growth they are now seeking to add an experienced Paraplanner to their practice in Colchester.

Key Responsibilities

• Responsibilities of the role will involve product research, report writing and assisting the Advisers with any technical queries.
• Candidates will be Diploma qualified (DipFA) as a minimum and willing to work towards Chartered status. Those on the path to Chartered already will be viewed favourably.
• Experience in submitting and processing new business as well as outing together portfolio.
• Strong technical knowledge of pensions, life and investment products.
• Experience using wrap platforms and back office systems such as Avelo.
• Interested in roles which would support progression to an advisor level
• A keen eye for detail and administrative experience


If you are interested and have relevant experience please apply within and one of our consultants will be in touch.