Eden Rose
Paraplanner
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Job Ref
90973
Location
Worthing
Salary
£35,000 - £50,000 Per Annum
Employment Type
Permanent
Location: Worthing, West Sussex
Type: Permanent
Job #90973
Salary: £35,000 - £50,000 Per Annum
Paraplanner
£35,000 – £48,000
Minimum 1 day a week in the office
Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?
An established and growing wealth management group is looking for an experienced Paraplanner to join its expanding support team.
This is a great opportunity for a Level 4 qualified or nearly qualified Paraplanner who enjoys working independently, taking ownership of cases and producing high-quality, personalised suitability reports.
The Role
You’ll work closely with Financial Advisers, supporting a varied caseload across areas including:
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- New business and investment cases
- Fund switches and withdrawals
- Pension transfers and pension planning
- IHT planning
- Suitability reports and personalised client recommendations
- Valuations and portfolio reporting
- Case planning and technical research
- Cashflow modelling and financial planning analysis
The team works across a number of businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.
To Be Considered For This Paraplanner Role
- Has solid Paraplanning experience within financial services
- Is Level 4 qualified or very close to completion
- Has strong technical knowledge and attention to detail
- Is confident producing well-written, personalised suitability reports
- Experience with Intelligent Office (IO)
- Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.
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Benefits
- Salary: £35,000 – £48,000
- Hybrid working, with a minimum of 1 day per week in the office once
- Flexible approach to office/home working
- Supportive and experienced Paraplanning leadership
- Dedicated mentor and structured onboarding
- Ongoing exam and professional study support
- Genuine opportunities for progression (2 years in pp before route to advise)
- Exposure to a broad range of financial planning cases
This is a particularly good opportunity for an experienced Paraplanner who wants variety, autonomy and long-term progression.
Apply today, or get in touch for a confidential conversation.
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