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, w...