We are actively working with a IFA in Southampton looking to bring on a Senior Paraplanner. This is a leading provider in financial planning, with an established name who provide both individual and corporate client advise.
This role is suited to someone who already holds their level 4 diploma and has the desire to want to grow and manage a team. This role will see you as a senior member within the paraplanning team, with the idea that you can progress and move into a head of paraplanning role.
Your role will be to support the advisers, work closely with your peers within the paraplanning team by supporting and distributing work load. You will be expected to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.
You will be involved in fund and market research to assist with our report writing and be able to analyse historic performance, charges and suitability to collaborate with the advisers and clients.
To be considered for this role you must hold your level 4 diploma as a minimum, you must have experience of working within a fast paced IFA firm and have the desire to support, manage and lead a team.
For further information on this senior paraplanning role in Southampton please click apply and we will be in touch should you be a successful applicant.