Paraplanner
Listed on 2026-10-17
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Financial Services
Paraplanner
Friendly team / hybrid working / parking
A well-established and growing wealth management firm is looking to appoint an experienced Paraplanner to join its collaborative financial planning team.
Job
Location:
Worthing
Salary: £35,000 - £47,500 Per Annum
Employment Type:
Permanent
- Location:
Worthing, West Sussex - Type:
Permanent - Job #91246
- Salary: £35,000 - £47,500 Per Annum
This firm provides integrated financial planning and tax advisory services, supporting individuals, professionals, and business owners through every stage of their financial journey – from protection and wealth accumulation through to retirement and business exit planning.
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering high-quality technical support, producing detailed reports and helping to ensure clients receive top tier financial planning advice.
Benefits- Up to £47,500
- Hybrid working
- Parking permit paid for
- Open to part time applicants
- 4% employer pension contribution
- Death in Service cover
- WPA Cash Plan (after qualifying period)
- Relaxed dress code
- Friendly and supportive working environment
- Long-term career progression opportunities
- Ideally Level 4 Diploma qualified (or close to)
- Minimum 2 years’ paraplanning experience
- Strong technical knowledge across pensions, investments and financial planning
- Good understanding of compliance and regulatory standards
- Supervisory or mentoring experience beneficial but not essential
- A proactive approach with strong attention to detail
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