Job Description
A well-established, forward-thinking financial planning firm near Uckfield is seeking a Senior Paraplanner to join its growing team. This is a fantastic opportunity for an experienced paraplanner who enjoys a role with real variety, responsibility, and client interaction.
Unlike many paraplanning positions, this role is more client-facing. You’ll attend selected client meetings, collaborate closely with Financial Planners, carry out detailed research, and produce accurate, well-structured suitability reports. You will play a key part in delivering an exceptional client experience and ensuring advice is supported by strong technical insight.
We’re looking for:
An experienced Paraplanner with strong technical knowledge
Level 4 Diploma qualified (or close to), with progression toward Chartered welcomed
Confident communicator who is happy to join client meetings when required
Someone organised, proactive and able to produce high-quality written work
What’s on offer:
Salary between £50,000 – £60,000 depending on experience and qualifications
Pension scheme
Private medical insurance
Income protection and death in service
Support for further study and professional development
A modern, flexible office environment designed to promote wellbeing
A highly supportive, professional team culture
The role is primarily office-based, with some flexibility around working hours to support work-life balance. The location offers easy access to shops, cafés and transport links, making it a great setting for someone who enjoys working in a vibrant local community.
This is an excellent opportunity to join a progressive business that values its people, promotes continuous improvement, and encourages new ideas.
To apply or request the full job specification, please contact Jo at Financial Divisions.