Are you a highly skilled Paraplanner looking to join a prestigious, award-winning financial planning and investment management firm? This is an exceptional opportunity to become part of a true market leader with offices across the UK, renowned for their commitment to staff development, client service and career progression.
Our client is seeking a Level 4 qualified Paraplanner to join their dynamic Winchester team. Working closely with a team of highly successful Financial Planners, you will play a vital role in delivering comprehensive technical support while being a key point of contact for clients.
What’s on Offer:
- Basic salary up to £53,000
- Generous annual bonus scheme
- Hybrid working for a great work-life balance
- Excellent company benefits including:
- Strong pension scheme
- Life cover & income protection
- Private Medical Insurance
- 25 days holiday + bank holidays
- Option to buy/sell additional holidays
- Ongoing professional development support
Key Responsibilities:
- Provide high-quality technical support to Financial Planners and clients
- Prepare detailed reports, research and recommendations
- Liaise directly with clients, ensuring exceptional service delivery
- Support the completion of complex financial planning solutions
- Stay up to date with industry regulations and standards
What We’re Looking For:
- Level 4 Diploma qualified as a minimum (further exams advantageous)
- Previous experience as a Paraplanner within financial planning/wealth management
- Strong technical knowledge and attention to detail
- Excellent communication and client relationship skills
- Ambition to develop and progress within a leading firm
This company is well-known for minimal staff turnover, reflecting the supportive and rewarding working environment. They actively encourage and fund further qualifications, offering clear career progression pathways for ambitious individuals.
If you’re ready to take the next step in your Paraplanning career and want to work for a firm that truly invests in its people, we’d love to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
