Paraplanner

Location

Crawley

Salary £40000 - £45000 TypePermanent WorkplaceOn-Site Ref88453

Paraplanner

Position: Paraplanner
Location: Crawley, Wst Sussex
Salary: Up to £45,000 (DOE) + Discretionary bonus
Hours: Full-time (37 hours/week, Monday-Friday)
Type: Hybrid (After 3 months)

About the Role:

We are seeking a motivated and technically proficient Paraplanner to join a respected and forward-thinking financial planning firm. This is a fantastic opportunity for someone with at least 18 months of experience working with high-net-worth UK private clients, who is passionate about delivering high-quality financial planning support and eager to grow within a collaborative team environment.

Youll work closely with Financial Planners and Client Support Administrators to deliver tailored financial advice, while also contributing to continuous improvement and innovation across the business.

Package & Benefits:

1. Salary: Up to £45,000 depending on experience/qualifications
2. Bonus: Discretionary bonus based on company performance
3. Pension: Company pension scheme
4. Holidays: Up to 25 days + Bank Holidays
5. Insurance: Private medical, life insurance, and death in service
6. Training: Full induction, ongoing support, and funded training
7. Perks: Employee assistance programme, discount perks, referral scheme
8. Parking: On-site parking available

Key Responsibilities:

9. Conduct full analysis of client needs, develop cash flow models, and maintain accurate client records
10. Construct financial planning solutions across investments, pensions, tax, and estate planning
11. Prepare detailed recommendation reports and client letters, ensuring compliance and accuracy
12. Support client review processes, including performance analysis and model updates
13. Liaise with clients via phone, email, and in meetings to build strong, lasting relationships
14. Coordinate with administrators to ensure smooth processing of applications and updates
15. Collaborate with external professionals (e.g. solicitors, accountants) to implement advice

Requirements:

16. Minimum 18 months experience in a paraplanning role with UK high-net-worth private clients
17. Diploma Level 4 qualified (or equivalent), with a strong CPD record
18. Solid understanding of the financial planning process and regulatory framework
19. Excellent technical knowledge of personal finance and investment management
20. Strong communication, analytical, and organisational skills
21. A proactive, collaborative mindset with a passion for continuous improvement

If youre ready to take the next step in your paraplanning career and join a supportive, client-focused team, apply now or get in touch for a confidential discussion.