Paraplanner – Level 4 Qualified | £40,000–£45,000 | Hybrid Working (Sussex-based)
An established and highly reputable wealth management firm is seeking a Level 4 Diploma-qualified Paraplanner to join its growing team. This is a fantastic opportunity for a technically skilled professional who wants to work in a supportive, values-led environment with long-term progression opportunities.
You’ll be joining a firm that prides itself on delivering holistic financial planning with a client-first approach. The business is growing steadily and is known for its strong compliance, collaborative team culture, and long-standing client relationships.
The Role:
As a Paraplanner, you’ll play a key role in supporting advisers by producing high-quality, compliant suitability reports and assisting in the preparation of bespoke financial plans. This is a non-client-facing position that requires strong attention to detail, a solid technical understanding, and the ability to work independently as well as part of a close-knit team.
Key Responsibilities:
-
Prepare detailed and compliant suitability reports across pensions, investments, protection, and estate planning
-
Conduct research and technical analysis to support recommendations
-
Liaise with advisers and administrators to ensure seamless client journeys
-
Keep up to date with regulatory changes and contribute to process improvements
-
Maintain accurate records in line with FCA requirements
Requirements:
-
Level 4 Diploma in Financial Planning (or equivalent) – essential
-
Experience in a paraplanning role within a financial planning or wealth management environment
-
Strong understanding of investment, pension, and protection products
-
High level of accuracy, organisation, and time management
-
Comfortable working both independently and collaboratively
What’s On Offer:
-
Salary between £40,000–£45,000 depending on experience
-
Hybrid working model (with office presence required in Sussex region)
-
Opportunity to work in a respected, client-centric planning business
-
Supportive, professional culture with long-term career prospects
If you're a qualified Paraplanner looking for a new challenge in a well-run and forward-thinking firm, we’d love to hear from you.