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Join a Leading Chartered Wealth Planning Firm - Junior Paraplanner Role with Clear Career Growth!
Are you ready to take the next exciting step in your career? Do you want to be part of a dynamic, supportive team where you can learn, grow, and make a real impact? We’re working with a boutique, independent Chartered Wealth Planning firm near Horsham that’s ready to offer you an incredible opportunity to advance your career as a junior paraplanner.
Why Apply?
- Career Development & Mentorship:This is more than just a job - it’s the start of an exciting career. As a Junior Paraplanner, you’ll work 1-2-1 with two highly experienced Chartered Advisers. You’ll receive invaluable mentorship, technical training, and exposure to a wide range of financial planning areas. Whether you aspire to become a Financial Adviser or prefer to deepen your technical expertise, this firm offers clear career progression and will support you every step of the way.
- Learn from the Best:This firm has been growing steadily for 20 years, with a reputation for exceptional client service. You’ll have the chance to work alongside experienced professionals who have built lasting relationships with clients across Sussex. The expertise you’ll gain here will set you up for success in any financial planning role.
- Competitive Salary & Benefits:You’ll receive a competitive salary of £35k-£45k (depending on experience) plus benefits such as study support for exams, 23 days holiday (plus bank holidays and your birthday off!), and a great work-life balance.
- Invest in Your Future:Not only as a junior paraplanner, will you be developing your financial planning skills, but you’ll also have access to ongoing CPD and industry exams, all fully funded by the company. This is an environment where learning never stops, and your growth is a priority.
- Work in a Supportive, High-Performance Team:With a small but highly skilled team, you’ll be working in a collaborative, supportive environment. The firm values its people, and it’s reflected in the high retention rate of both clients and staff. You’ll feel like you’re part of a family that’s genuinely invested in your success.
What We're Looking For:
- You’re working towards or have completed your Level 4 Diploma in Financial Planning.
- You have solid technical administration experience and some background in writing suitability reports.
- You’re eager to learn, take on new challenges, and have a proactive attitude.
- Whether you see yourself becoming a future Financial Adviser or prefer to stay in a technical paraplanner role, we want someone who’s excited about developing in the wealth management sector.
What You’ll Do:
- Work alongside two Chartered Advisers, supporting them with technical analysis, report writing, and cashflow modelling.
- Assist with a variety of financial planning areas, including pensions, investments, tax planning, and retirement planning.
- Have the opportunity to take on more responsibility as you gain experience, with the potential to eventually manage your own portfolio of clients.
Why You Shouldn't Miss This:
- An amazing opportunity for career growth with a firm that truly cares about your development.
- Work in a collaborative, flexible environment where your learning and progress are at the forefront.
- Access to comprehensive support for your exams and qualifications, all funded by the firm.
If you’re ready to dive into a challenging, rewarding role that sets you up for a successful career in wealth management, this is the opportunity you’ve been waiting for.
Don’t wait! Get in touch now to learn more about this exciting opportunity or any of the other roles I’m working on.
