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Paraplanner
Up to £50,000 + Bonus
Hailsham
Eastbourne
(On-Site)
Paraplanner
Up to £50,000 + Bonus
Hailsham
Eastbourne
(On-Site)
We’re working with a respected Financial Planning firm in East Sussex, who are looking to hire a skilled Paraplanner to join their team. This opportunity has arisen due to a team member moving on in October, and the firm is keen to secure a confident, technically strong individual to support their continued success.
The Role
Responsibilities
You’ll be working closely with one senior adviser, providing direct support across a range of high-net-worth client cases. Responsibilities include:
* Producing detailed and compliant suitability reports
* Conducting investment research and analysis
* Supporting with pensions, investments, probate and IHT planning
* Maintaining client files and documentation
* Liaising with providers and assisting with administrative tasks
* Engaging in client-facing responsibilities where required
This is a fully on-site role with no hybrid option, ideal for someone who thrives in a collaborative office environment and enjoys being hands-on with complex financial planning.
Requirements
* Level 4 Diploma in Regulated Financial Planning (DipPFS) – essential
* Chartered status – desirable (or working towards)
* Minimum 2 years’ experience in a Paraplanning role within an IFA or Financial Adviser office
* Strong understanding of compliance and FCA regulations
* Excellent technical knowledge, especially across pensions, investments, probate, and IHT
* Confident working independently and supporting senior advisers directly
Benefits
* Salary up to £50,000+ (flexible for the right candidate)
* Discretionary bonus/commission based on individual performance and company profit
* Full exam support and funding
* Opportunity to work with HNW clients and gain exposure to complex planning cases
If you’re looking for a role where you can make a real impact and work closely with a highly experienced adviser, this could be the perfect next step.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Staffing and Recruiting
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