Shape Your Future in Financial Planning – Career-Building Paraplanner Role in Haywards Heath
Job Title: Paraplanner – Wealth Management (Part-Qualified, Brighton)
Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future? This opportunity in Haywards Heath offers more than just a role – it’s a pathway to progression within a respected and values-driven wealth management firm.
If you're part-qualified (working towards Diploma via CII, LIBF or equivalent) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory, or Technical Specialist roles.
Company Overview
This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring, and internal promotion, the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts.
Operating from the Haywards Heathoffice, you’ll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications.
Responsibilities
* Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis.
* Conduct cashflow planning, product comparisons, and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo.
* Take ownership of client communication, preparing documentation and attending meetings when needed.
* Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking.
* Engage in projects to improve systems and client journey processes.
* Keep up to date with industry changes, compliance regulations, and internal quality standards.
Requirements
* Experience in Paraplanning
* Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent).
* Strong grasp of financial products, platforms, and investment principles.
* Excellent written communication and analytical skills.
* Highly organised with attention to detail and a process-driven mindset.
* Familiarity with IO and financial planning tools is desirable.
* A genuine desire to develop into a senior or advisory position over time.
Benefits
* Salary up to £48,000, depending on experience and qualifications.
* Fully funded pathway to Diploma, Chartered, or Adviser roles.
* Clearly mapped career framework with regular reviews and mentoring.
* Hybrid working options 3 days in the office and 2 days from home
* Supportive, team-oriented culture with access to complex client work.
* Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.
#J-18808-Ljbffr