Senior Paraplanner

Southampton - Near the Train Station | £45,0000-£55,000 + Bonus + Healthcare

Vardey Recruitment is delighted to be working in partnership with a forward thinking, ambitious and rapidly growing wealth management company based in Southampton, Hampshire. This job as a Paraplanner is newly created due to rapid growth and will offer an ambitious paraplanner the opportunity to make the role their own and bring new ideas to the table! Your job as the Paraplanner will work across the team with the chartered advisers and client service team to develop and review clients’ financial plans, prepare client reports and recommendations for financial advisers.  

Job duties:
  • Preparing and maintaining detailed client files and records
  • Understand clients overall financial planning needs from planner fact finds 
  • Accurately prepare high quality suitability reports and letters to target deadlines
  • Researching products, investments, and involvement in due diligence
  • Carrying out administrative tasks as needed
  • Ensure all requests and queries are appropriately investigated and prompt responses given
  • The job as the Paraplanner will be client focused and you will be passionate about service delivery
Who should apply?
  • An experienced Paraplanner keen to progress their career
  • Someone who is keen to bring ideas to the table
  • Ambitious in nature
  • Strong and effective communicator
  • Advanced Microsoft Office skills
  • Strong work ethic and willing to go the extra mile
  • Takes responsibility and uses own initiative to solve problems
  • Diligent with an excellent level of attention to detail
  • Comprehensive analytical skills 
In return:
  • A highly competitive salary £45,000-£55,000
  • Continued professional development – study support
  • Attractive bonus
  • Pension
  • Hybrid working arrangement
  • Parking on site and also located near Southampton train station
  • Private Medical insurance
  • 25 days holidays TBC
  • Hybrid working office and home working arrangement
  • Opportunity to work with likeminded ambitious, highly qualified wealth management team!
  • Offices are modern and vibrant!

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