Paraplanner

A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.

The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.

This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support.

To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Adv...

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