Location: West Grinstead, Sussex (Office-Based)Salary: £40,000 - £48,000 (DOE) + Discretionary BonusProgression Routes: Trainee Adviser or Senior Career ParaplannerBenefits: Exam support & pay rises for each exam passed towards Level 4 Diploma & Chartered status
My client is a well-established, boutique Chartered financial planning firm based near West Grinstead. For over 20 years, they’ve provided whole-of-market, independent financial advice to a loyal and diverse client base including HNW retirees, business owners, families, and professionals across Sussex. They currently manage around 400 client relationships, with investment portfolios ranging from entry-level to £1m+.
The firm has grown organically through referrals and long-term client retention, underpinned by a commitment to outstanding service. The team consists of two Financial Advisers, a Senior Paraplanner, and experienced support staff. Professional development is actively encouraged, with full funding for exams and structured pay increases for each qualification achieved.
As part of their ongoing growth, they are now creating a brand-new position for a Paraplanner to work closely on a 1:1 basis with one of the firm’s Chartered Financial Planners.
Key Responsibilities:
1. Work directly with a Chartered Adviser to support client advice ...