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Permanent

Paraplanner

Worthing
money-bag 35000.00-35000.00 Annual
3085485227
Posted Today

Experienced ParaplannerLocation: WorthingSalary: Up to £47,500 per annumStart Date: April 2026I 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 ResponsibilitiesPrepare and maintain client filesDraft and implement recommendationsEnsure compliance documentation is completeConduct due diligence for investment committeeProvide technical support to advisersWrite client-focused reportsResearch and review market productsCoach team members and support new startersAssist the Paraplanning Line Manager with ad hoc tasksIdeal CandidateMinimum 3 years'' experience in a paraplanning role, including Annual Reviews and Recommendation ReportsProficient in Intelligent Office, CashCalc, Genovo and FE Analytics (or similar systems)Strong organisational and decision-making skillsAbility to work independently and manage workload effectivelyThorough understanding of compliance regulationsLevel 4 Diploma qualifiedSupervisory/management experience beneficial but not essentialAdaptable and proactiveWhat''s on Offer?Salary up to £47,5004% employer pension contributionsDeath in Service benefitWPA Cash Plan (after qualifying period)Relaxed dress code policyModern, friendly working environmentLong-term career prospects an

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