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.
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