Paraplanner

Paraplanner

Salary DOE (Bonus available)

Location - Near Brighton Hybrid working

This position is ideal for someone who is analytical collaborative and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.

As a Paraplanner you will work closely with financial advisers to deliver exceptional advisory support. Your day‑to‑day work will be varied meaningful and central to ensuring clients receive high‑quality well‑researched and compliant advice.

• Conduct in-depth research on products funds and financial solutions to support client recommendations (e.g. investments pensions).
• Prepare clear accurate and technically robust suitability reports and supporting documents.
• Identify planning opportunities and areas to enhance client outcomes.
• Complete cash flow forecasts tax planning and risk assessments.
• Assist with compliance checks pre‑advice reviews and project‑based work.
• Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
• Collaborate with advisers administrators and other internal teams to deliver a seamless client experience.

You will excel in this role if you:

• Enjoy working collaboratively with advisers and colleagues across the business.
• Can manage multiple tasks and deadlines effectively.
• Have strong writing skills and can produce clear well‑structured suitability reports.
• Are confident communicating with clients where needed.
• Are organised proactive and comfortable taking ownership of your workload.

• At least 2 years paraplanning experience within a financial planning or wealth management environment.
• Hold the Level 4 Diploma or equivalent
• Strong knowledge of pensions investments cashflow modelling protection planning and inheritance tax considerations.
• Confident using Microsoft Office and financial planning systems/software.

Employment Type: Full Time

Experience: years

Vacancy: 1