Paraplanner

Experienced Paraplanner

Location: Worthing

Salary: Up to £45,000 per annum

I am seeking an experienced, Level 4 Diploma-qualified Paraplanner to join a well-established financial services firm. This is an exciting opportunity to work closely with Financial Advisers and Sales Support teams, providing high-quality technical support and contributing to the delivery of comprehensive wealth management solutions.

Key Responsibilities

• Prepare and maintain client files
• Draft and implement recommendations
• Ensure compliance documentation is complete
• Conduct due diligence for investment committee
• Provide technical support to advisers
• Write client-focused reports
• Research and review market products
• Assist the Paraplanning Line Manager with ad hoc tasks

Ideal Candidate

• Minimum 3 years’ experience in a paraplanning role, including Annual Reviews and Recommendation Reports
• Level 4 Diploma qualified (or close)
• Proficient in Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems)
• Strong organisational and decision-making skills
• Ability to work independently and manage workload effectively
• Thorough understanding of compliance regulations
• Adaptable and proactive

What’s on Offer?

• Salary up to £45,000
• 4% employer pension contributions
• Death in Service benefit
• WPA Cash Plan (after qualifying period)
• Relaxed dress code policy
• Modern, friendly working environment
• Long-term career prospects and progression opportunities
• Hybrid working after initial training

Diversity & Flexibility

We value diversity and welcome applications from all backgrounds. Flexible working arrangements are available. please discuss your requirements with us.

Interested? Apply now to join a forward-thinking team and take the next step in your paraplanning career.