Paraplanner

Paraplanner – Level 4 Qualified | £40,000–£45,000 | Hybrid Working (Sussex-based)

An established and highly reputable wealth management firm is seeking a Level 4 Diploma-qualified Paraplanner to join its growing team. This is a fantastic opportunity for a technically skilled professional who wants to work in a supportive, values-led environment with long-term progression opportunities.

You’ll be joining a firm that prides itself on delivering holistic financial planning with a client-first approach. The business is growing steadily and is known for its strong compliance, collaborative team culture, and long-standing client relationships.

The Role:

As a Paraplanner, you’ll play a key role in supporting advisers by producing high-quality, compliant suitability reports and assisting in the preparation of bespoke financial plans. This is a non-client-facing position that requires strong attention to detail, a solid technical understanding, and the ability to work independently as well as part of a close-knit team.

Key Responsibilities:

Prepare detailed and compliant suitability reports across pensions, investments, protection, and estate planning

Conduct research and technical analysis to support recommendations

Liaise with advisers and administrators to ensure seamless client journeys

Keep up to date with regulatory changes and contribute to process improvements

Maintain accurate records in line with FCA requirements

Requirements:

Level 4 Diploma in Financial Planning (or equivalent) – essential

Experience in a paraplanning role within a financial planning or wealth management environment

Strong understanding of investment, pension, and protection products

High level of accuracy, organisation, and time management

Comfortable working both independently and collaboratively

What’s On Offer:

Salary between £40,000–£45,000 depending on experience

Hybrid working model (with office presence required in Sussex region)

Opportunity to work in a respected, client-centric planning business

Supportive, professional culture with long-term career prospects

If you’re a qualified Paraplanner looking for a new challenge in a well-run and forward-thinking firm, we’d love to hear from you.