Paraplanner

Worthing, Hybrid Working

A well-established and growing wealth management firm is looking to appoint an experienced Paraplanner to join its collaborative financial planning team.

This firm provides integrated financial planning and tax advisory services, supporting individuals, professionals, and business owners through every stage of their financial journey.

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 well-structured, compliant financial planning advice.

Extra responsibilities could include:

• Supporting and mentoring new starters or junior team members
• Carrying out due diligence relating to investment committee research
• Providing ad hoc support to the Paraplanning Manager

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

To be considered for this Paraplanner position:

• 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

Apply today - If you're looking for a stable and growing practice where you can continue developing your technical knowledge and build a long-term career within financial planning, this could be a fantastic next step.

If you're interested in this opportunity, please send your CV for consideration.