Paraplanner

About the job

🔎 We’re Hiring: Paraplanner

📍 Location: Worthing, West Sussex

💼 Salary: Competitive + Benefits

🕒 Employment Type: Full-time, Permanent

Are you an experienced Paraplanner with a passion for delivering quality research and support to financial advisers? We’re looking for a detail-oriented and proactive individual to join our dynamic team and help shape the financial futures of our clients.

🔹 About the Role

As a Paraplanner, you will play a vital role in supporting our Independent Financial Advisers (IFAs) by providing accurate research, drafting suitability reports, and delivering high-quality solutions to meet our clients’ complex financial needs. This is an opportunity to work on varied and rewarding cases, from pension transfers to IHT planning, in a collaborative and professional environment.

🧩 What You’ll Be Doing

• Collaborate with IFAs to conduct in-depth product and provider research to identify suitable and compliant solutions tailored to clients’ needs.

• Prepare clear and concise summaries of recommendations and draft high-quality proposals and suitability reports across a wide range of products, providers, and funds.

• Provide specialist input on pension transfers, retirement planning, and complex Inheritance Tax (IHT) cases.

• Use financial planning software and tech tools to analyse client data and propose solutions, while adhering to internal workflows and contributing to efficient team delivery.

• Communicate with clients on behalf of advisers, ensuring a seamless and professional experience while maintaining accurate client records.

• Work closely with the Team Leader to refine internal processes and contribute ideas for improving efficiency and effectiveness.

• Stay up to date with industry regulations, core product knowledge, and complete all necessary CPD and training to meet internal KPIs and maintain technical excellence.

• Take a proactive approach to personal development and regulatory awareness, completing compulsory training in a timely manner.

✅ What We’re Looking For

• Proven experience as a Paraplanner, ideally within an IFA or wealth management environment

• Strong knowledge of financial planning, pensions, investments, and tax planning

• Excellent written and verbal communication skills

• Confident working independently and as part of a team

• Comfortable using industry software and platforms to research and produce reports

• Detail-oriented with the ability to manage multiple tasks and deadlines

• Committed to continuous professional development and regulatory compliance

💡 Why Join Us?

• Work within a professional, supportive, and forward-thinking team

• Get involved with diverse and technically interesting cases

• Continuous learning and development opportunities

• Clear career progression pathways

• Competitive salary and comprehensive benefits package

📩 Ready to make an impact?

Apply now via LinkedIn or send your CV to [Insert Email]. Let’s shape financial futures together