Paraplanner- Great Opportunity

NRG Resourcing Ltd
09 May 2017
08 Jun 2017
Contract Type
Full Time

We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisers based in Southampton

Ideally you will be Diploma qualified or working towards the qualification.

This presents a fantastic opportunity to join an established IFA company and develop yourself both technically and professionally.

Duties And Responsibilities

To undertake paraplanning duties to the professional and quality standards required by the Company and FCA

Ensure that all recommendations correspond to the identified needs of each client as identified

To record time for fee earning duties as directed by Management

To maintain the Company’s compliance and administrative procedures, reporting to the Financial Services Manager(s), Board and FCA

To deal with clients and professional contacts over the telephone and in person, maintaining the excellent company reputation

Produce correspondence/reports with due regard to Company requirements, standard templates

Communicate with clients in a clear and understandable manner

To contribute to the overall efficiency and profitability of the Company raising matters of concern and making recommendations for improvement to the Financial Services Managers or Board


Previous experience within an IFA practice environment either as a Paraplanner, or performing Paraplanning duties within a similar role

Ideally you will be Diploma Qualified in Financial Planning or will have made some progress towards this qualification

Good technical knowledge of Pensions, Investments and Mortgages

Strong knowledge and relevant practical experience in the application of the rules of the FCA