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Paraplanners – Financial Services, Fareham

Exciting Paraplanner opportunities have arisen to join a highly reputable and progressive independent Financial Services firm in Fareham that are now expanding.

This role is ideal for a candidate with c 3 -5 years experience in a similar role as a Paraplanner within a UK  IFA firm or the Financial Services industry.

Responsibilities will include:

*Preparing and maintaining the client file – checking compliance paperwork, confirm client risk profile is determined, compile draft net worth statement & financial cash-flow forecast

*Preparing recommendations – research suitable solutions to meet clients’ needs, prepare information for analysis and prepare draft recommendation reports to be discussed with IFA

*Implementing recommendations – prepare suitability letters, complete application forms, ensure compliance paper-work is in order, make changes to clients’ investments & implement chosen investment strategies

*Review – deal effectively with queries from clients and other parties, establish strong relationships, organise future planning meetings with client, review investment portfolio, asset allocation and risk profile, send planning figures to client & set review meetings with client


Key attributes required:

*Good financial services industry experience and knowledge of the Financial Planning process with minimum of 3 years administration experience in a similar role

*Excellent organisation and communication skills

*Effective relationship building, delivering efficient client services

*Effective time management, prioritising and proactive responsibility for own workload in accordance with the published procedures

*Team player, accepting a shared responsibility for colleagues/ workloads, to ensure that workload imbalances are managed effectively and do not impact negatively on customer service

*Reporting consistently and accurately

*Excellent attention to detail and accuracy

*Ability to take initiative, problem solve and develop solutions

*Good IT skills – Excel experience required

*Compliance and regulatory awareness


A market rate, competitive salary and remuneration package will be offered together with good long term opportunities for progression.


If you feel you have the required experience to be considered for this role, please send us your CV asap. All CV’s will be reviewed with 2 working days and short-listed candidates responded to within that time-frame.