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