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Location: AMPFIELD, HAMPSHIRE Salary: 25000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: 3096564
A wonderful opportunity to join a prestigious IFA Practice on the outskirts of Southampton who are seeking a Paraplanner to join their existing team.

You will be working within a team of roughly 10 providing support to the practices Financial Planners, and liaising with the Administration team.

Ideally you will be Level 4 Diploma Qualified, if not working towards. My client is very supportive of industry relevant qualifications.

- Develop working relationships with product providers.
- Prepare analysis of client’s existing portfolio.
- Producing high quality FCA compliant reports within guidelines
- Prepare research and quotations for client meetings.
- Ensure database of client records is upto date


- Excellent report writing skills
- Fine eye for detail
- Excellent written and verbal communications skills
- Good team player
- Ability to work alone using own initiative

Please apply online today or send your most upto date CV to

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