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Paraplanner (IFA) - Worthing
Salary: £40,000 - £45,000 DOE + Great company benefits
Hours: Monday - Friday, 9:00 AM - 5:30 PM
Location: Worthing (Hybrid working available after training)
Perks: Free onsite parking
Are you an experienced Level 4 Diploma qualified Paraplanner looking to join a forward-thinking and expanding wealth management organisation? This is an excellent opportunity to work within a modern, professional, and supportive environment, where career progression and development are encouraged.
As a Paraplanner, you will work closely with Financial Advisers and Sales Support teams, assisting with research, preparing client recommendations, and ensuring compliance. This role offers the opportunity to contribute to high-quality financial planning while developing your expertise in a growing organisation.
Key Responsibilities:
- Preparing and maintaining client files, ensuring all compliance documentation is in place.
- Conducting research and due diligence for investment recommendations.
- Writing detailed reports based on client requirements and financial goals.
- Assisting advisers with technical support and financial planning strategies.
- Reviewing and analysing market products and industry changes.
- Coaching and mentoring team members when needed.
- Acting as a key point of reference for financial advisers.
- Supporting the investment committee with compliance and product reviews.
The right candidate will have the following skills and experience to apply:
- Level 4 Diploma qualified in Financial Planning.
- Proven paraplanning experience, including preparing annual reviews and recommendation reports.
- Strong knowledge of financial products, investment solutions, and compliance regulations.
- Experience using financial planning software such as Intelligent Office, CashCalc, Genovo, or FE Analytics.
- Excellent organisational skills, attention to detail, and ability to manage workload independently.
- A proactive and adaptable approach with a willingness to embrace new challenges.
- Experience in later life financial advice or planning would be advantageous but is not essential.
This is a great opportunity to join n organisation that offers great company benefits, career progression and a friendly and proactive team. If you would like to be considered for this role, please submit your CV ASAP!
