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.