Senior financial planner Work, Jobs in Southampton, Ham (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Southampton
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Senior Financial Planner
PKF Francis Clark —Salisbury
- Hybrid work
Senior Wealth Planner - Wealth Management
Barclays —Southampton
- Mentoring
- Financial services
Senior Project Manager
Leonardo UK Ltd —Southampton
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Conflict management
- Contracts
- Negotiation
- Flexible schedule
- Referral programme
Senior Project Manager
Gallifordtry —Bournemouth
- Full-time
- Customer service
- Engineering
- Bachelor's degree
- Employee assistance programme
- Employee discount
Senior Transport Planner - Transport Delivery
Portsmouth City Council —Portsmouth
- £39,151 - £42,838 a year
- Hybrid work
- Presentation skills
- No degree
- Budgeting
7d
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
Client Services Coordinator
Complete Coherence Limited —Romsey
- £30,000 - £35,000 a year
- Microsoft Powerpoint
- Microsoft Outlook
- Communication skills
Quick apply
Principal Development Management Officer - Fixed term till 31st March 2028
New Forest District Council —Lyndhurst
- £53,179 - £58,748 a year
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Communication skills
- Annual leave
- Employee assistance programme
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Writing skills
- Mentoring
- Communication skills
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Team management
- Travel
- Mentoring
Senior Field Tech (Mission Success)
SubSea Craft —Portsmouth
- Up to £75,000 a year
- Full-time
- Travel
- Leadership
- Communication skills
- Annual leave
International Technical Support & Training Manager
Potter Global Technologies —Portsmouth
- £50,000 - £60,000 a year
- Full-time
- Public speaking
- Travel
- Leadership
- Annual leave
Quick apply
Project Manager
Gallifordtry —Bournemouth
- Full-time
- Customer service
- Engineering
- Bachelor's degree
- Employee assistance programme
- Employee discount

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Senior Financial Planner
PKF Francis Clark —Poole
Health cash plan giving money back on everyday health costs, with free cover for up to four dependent children (up to age 24 in full‑time education) and the…
Senior Paraplanner
RGH‑Global Limited —Southampton
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year

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senior financial planner jobs near southampton, ham

Senior Paraplanner

RGH‑Global Limited
Southampton

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Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
Communication skills

Full job description

Senior Paraplanner

Location: Southampton (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

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senior financial planner jobs in southampton, ham

Senior Paraplanner

Senior Financial Planner

Senior Wealth Planner - Wealth Management

Senior Project Manager

Senior Project Manager

Senior Transport Planner - Transport Delivery

Chartered Financial Planner

Client Services Coordinator

Principal Development Management Officer - Fixed term till 31st March 2028

Senior Paraplanner

Wealth Planning Team Leader - Wealth Management

Senior Field Tech (Mission Success)

International Technical Support & Training Manager

Project Manager

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I want to receive the latest job alerts for senior financial planner in southampton, ham

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Senior Paraplanner

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Key Responsibilities

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Additional Information

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