Paraplanner (Level 4 Qualified)
Location: Brighton
Salary: £38,000-£45,000 DOE
An established and growing financial planning business is looking to appoint a skilled and qualified Paraplanner to join its collaborative team. The firm delivers holistic financial planning and tax-efficient advice to a diverse client base, including private individuals, professionals, and business owners.
This is a full-time opportunity near Brighton, operating on a hybrid basis following an initial training period.
You will work in close partnership with Financial Advisers and support functions, contributing directly to the delivery of high-quality advice and client service.
Package & Benefits
* Competitive base salary
* Structured career development and progression pathways
* Supportive, team-oriented culture
* Employer pension contribution (4%)
* Life assurance cover
* Health cash plan (subject to eligibility)
* Smart-casual dress environment
* Hybrid and flexible working options
Core Responsibilities
* Drafting detailed suitability reports and review documentation
* Supporting the implementation of financial planning recommendations
* Maintaining accurate and compliant client records
* Conducting technical research and investment analysis
* Ensuring adherence to regulatory and compliance requirements
* Acting as a technical resource for advisers and colleagues
* Assisting in the development and mentoring of junior team members
* Monitoring market trends and product developments
* Providing support to the Paraplanning Manager on ad hoc projects
Skills & Experience Required
* At least 3 years' experience in a paraplanning role within a financial planning environment
* Level 4 Diploma in Financial Planning (essential)
* Proficiency in industry software (e.g. Intelligent Office, CashCalc, Genovo, FE Analytics or comparable platforms)