We are Recruiting!

We are currently recruiting for a Paraplanner to join our friendly team.

  • £20,000 – £30,000 per annum
  • New Milton, Hampshire
  • Permanent, full-time

Station Financial is a rapidly growing company of Independent Financial Advisers, based in New Milton, providing financial advice to individual and corporate clients throughout the UK.

We are seeking to expand our Paraplanning team, and have vacancies for additional Paraplanners. You will take on a varied role and you will be working closely with our advisers assisting with the following roles amongst others:

  • Product research
  • Portfolio administration
  • Drafting of client letters and Suitability Reports
  • Preparation of client meeting documents
  • Client liaising

The ideal candidate will be proactive, organised and have experience as an administrator within an IFA practice or Financial Services environment. Computer literacy is essential, as successful candidates will need to demonstrate that they can use the full suite of Microsoft Office, plus have the skills to learn how to use numerous other computer-based financial research tools and systems. It is also essential that successful candidates demonstrate good numeracy and communication skills.

There may also be the opportunity to study towards professional qualifications to support you in your role.

These are full time roles and will be based at our head office in New Milton.

Salary will dependent on experience and educational background.

Station Financial is a trading name of Station Associates Ltd, authorised by the FCA – 580271.

Required skills:

  • Communication Skills
  • Organisational Skills
  • Written Communication

If you think this is for you, please email your CV and covering letter to the Group Administration to   claireconey@stationfinancial.com