Job Description

Paraplanner - £22,000 - £30,000 DOE

Southampton Area

Do you have experience within an IFA firm?

Do you have experience as a Paraplanner?

My client is looking for a full time Paraplanner to join their team as soon as possible!

Brook Street is pleased to be able to offer the position of a Paraplanner with one of the leading independent financial advisor firms in Hampshire. Ultimately my client strives to build and maintain fair, honest and genuine relationships with all clients whilst always delivering the most effective financial solutions possible. The firm offers a whole range of financial solutions from investment advice, retirement planning and mortgage services. They are looking to expand in all areas this year and are looking for someone who can jump straight in! Now the important details!

Who's right for the job?

The role will be to provide a full report writing service to our expanding team of IFAs including reviewing any existing holdings, research, report writing and provision of required key features and illustrations. It will also involve meeting compliance requirements and assisting compliance with any queries, so knowledge within this is key! You will work to support and improve group policies and you will both support and be supported by our client servicing team.

As a key role within the company, the position would suit an experienced candidate who has already achieved their Diploma in Financial Planning, or Certificate in Paraplanning. Think… hit the ground running, That is what my client is ultimately looking for! Experience of working within a Paraplanning role is essential, with knowledge of investments, pensions and IHT. The ideal candidate will be proactive and highly organised with a good knowledge of writing technical reports.

In return for your hard work, our client offers a competitive salary of £22,000 - £30,000, depending on experience. Working hours are standard office hours, but can be discussed at interview. They also have close to city parking if you drive and have amazing benefits such as pension scheme, medical insurance and an allowance to go towards your personal training and development!

Let's get started!

This role is available for a start as soon as possible and interviews will be arranged as soon as possible. This will involve an initial phone call followed by a two stage face to face interview if successful.

If you are interested in the role and looking for work it would speed up your application process if you completed an online registration with Brook Street as soon as possible via the following link: https://www.brookstreet.co.uk/account/registration.aspx. This registration will need to be completed to progress your application for this role or any future roles you apply for.

For more information or a detailed job specification including responsibilities, please contact Lauren at Brook Street on 02380 224139 or send your CV at .