25000.00 - 30000.00 GBP Annual + GBP25000 - GBP30000/annum
21 Sep 2017
19 Oct 2017
Contract Type
Full Time
Are you an experienced Paraplanner looking to join a leading independent financial planning and discretionary wealth management firm?

The Company

Founded in 2001, this leading independent, directly authorised wealth management firm has become one of the most successful Wealth Managers through organic growth and from acquisitions. They are now one of the top 30 adviser firms in the UK, who are AIM listed on the stock exchange and currently have over 80 Financial Advisers with in excess of GBP3bn of AUI. They are looking to urgently recruit Paraplanners to join their teams in Waterlooville, Hants; Poole, Dorset or Brixham, Devon.

Roles and Responsibilities

You will be responsible for preparing documentation, conducting analysis and producing relevant calculations to support adviser's recommendations. You will be writing suitability reports and liaising with Financial Advisers and Compliance with regards to appropriate advice for our extensive client bank. Working within a team of circa 20 Paraplanners nationally, including 8 currently in Waterlooville and 5 in Poole you will be required to work well as part of a team as well as being able to work independently without close supervision.

Requirements to consider

In order to be considered for this role you should be level 4 Diploma qualified in Financial Advice or working towards this, with some experience in the financial services industry; either in an IFA support role or as an Adviser. As the company are continuing to expand rapidly they are looking for enthusiastic, driven individuals to join their team, offering excellent career progression.


Basic salary of GBP25,000 - GBP30,000 pa
20 days holiday plus bank holidays
Auto enrolment pension terms
Childcare Voucher Scheme
Full study support
Normal office working hours (9am - 5:30pm)


Bishops Waltham

Required Qualifications/Criteria
Fully or nearly DipFA qualified
Experience of Financial Services e.g. IFA Support role or Advisor

Apply Now or

If you would rather have a confidential discussion regarding this or any other role Please contact David Fletcher,Senior Recruitment Consultant on (Apply online only)

Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS LTD gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd
for any loss or damage which may arise out of any person relying on or using any information within this advert

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