Paraplanner

Paraplanner – Wealth Management

We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work.

Salary: Up to £50,000 DOE

Working Pattern: Hybrid – 3 days office Worthing/ 2 days WFH

Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm

You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment.

This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development.

About the IFA firm:

We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base.

Key Responsibilities

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• Work closely with a dedicated Adviser to formulate and review financial advice
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• Produce high-quality suitability reports and technical documentation
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• Carry out research across investments, pensions, protection and retirement planning
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• Perform cashflow modelling and investment analysis
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• Attend client meetings where appropriate and support client interactions
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• Challenge recommendations constructively to ensure robust advice
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• Liaise with providers and internal teams to ensure smooth case progression
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Requirements

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• Fully qualified at Level 4 Diploma (CII, LIBF or equivalent)
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• Strong technical knowledge across core financial planning areas
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• Confident working closely with advisers and contributing to advice formulation
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• Comfortable challenging where necessary in a professional manner
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• Excellent report writing and communication skills
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• High attention to detail and strong analytical mindset
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