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.