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Permanent

Paraplanner

Southampton
money-bag 40000.00-40000.00 Annual
3085441407
Posted Yesterday

An opportunity for a detail-driven paraplanning professional within a growth-focused financial services environment. This employer is seeking a capable specialist to partner with advisers, streamline case work, and support compliant, high-quality client outcomes. The role emphasises progression, autonomy, and ongoing learning in a collaborative setting. The business offers a pathway for career advancement, structured development, and a culture that values ownership and curiosity.Benefits include flexible working arrangements, opportunities to broaden technical skills, and a supportive team environment designed to elevate performance over time. Salary of up to £47,000, with hybrid working arrangements including 2 days in the office. Clear route to more senior paraplanning and advisory support responsibilities as the team scales. Autonomy to manage elements of cases while collaborating with a high-performing advisory group. Structured training and mentorship to develop technical proficiency and regulatory knowledge. Key responsibilities in this role include:Prepare clear, accurate client-facing documentation by translating complex advice into well-structured reportsCompile and maintain technical case files, ensuring alignment with governance and regulatory expectationsSupport advisers with cashflow modelling, product comparisons, and strategy researchCoordinate information gathering from clients and third parties to support timely case progressionAssist with file governance, ..... full job details .....

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