- Pay
- £40–50k
- Where
- Brighton · GB · Remote · Remote
- Level
- Mid
Paraplanner – Wealth Management
We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work.
Salary: Up to £50,000 DOE
Working Pattern: Hybrid – 3 days office Worthing/ 2 days WFH
Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm
You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment.
This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development.
About the IFA firm:
We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base.
Key Responsibilities
Work closely with a dedicated Adviser to formulate and review financial advice
Produce high-quality suitability reports and technical documentation
Carry out research across investments, pensions, protection and retirement planning
Perform cashflow modelling and investment analysis
Attend client meetings where appropriate and support client interactions
Challenge recommendations constructively to ensure robust advice
Liaise with providers and internal teams to ensure smooth case progression
Requirements
Fully qualified at Level 4 Diploma (CII, LIBF or equivalent)
Strong technical knowledge across core financial planning areas
Confident working closely with advisers and contributing to advice formulation
Comfortable challenging where necessary in a professional manner
Excellent report writing and communication skills
High attention to detail and strong analytical mindset