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.

About the Role

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.

Key Responsibilities

• 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.

Ideal Experience & Qualifications

• 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.