Job Description
Experienced Paraplanner
Location: Worthing
Salary: Up to £47,500 per annum
Start Date: April 2026
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
- Coach team members and support new starters
- 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
- 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
- Level 4 Diploma qualified
- Supervisory/management experience beneficial but not essential
- Adaptable and proactive
What's on Offer?
- Salary up to £47,500
- 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.
