About the job
🔎 We’re Hiring: Paraplanner
đź“Ť Location: Worthing, West Sussex
đź’Ľ Salary: Competitive + Benefits
đź•’ 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
đź’ˇ 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
đź“© Ready to make an impact?
Apply now via LinkedIn or send your CV to [Insert Email]. Let’s shape financial futures together