Paraplanner

Paraplanner

We have an exciting opportunity for a Paraplanner to join one of the UK's leading wealth management and financial advisory firm based in the Worthing area. Renowned for excellence, innovation, and a client-focused approach, our client has built a strong reputation for delivering outstanding financial solutions. Recognising that finance is the backbone of any successful organisation, they remain committed to helping clients navigate their financial journey with expert guidance and strategic insight.

We are eager to speak with a results-driven professional who possesses strong analytical skills, commercial acumen, and a proactive approach to problem-solving.

Main Responsibilities for the successful Paraplanner:

As a Paraplanner, you will play a key role in supporting financial advisors by providing detailed research, analysis, and technical expertise. You will be responsible for preparing financial reports, developing tailored client recommendations, and ensuring compliance with industry regulations.

• Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
• To work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
• To effectively and efficiently summarise recommendation options for IFA's and draft proposals and suitability reports for a wide range of products, providers and funds.
• To be able to apply in depth knowledge to pension transfers and complex retirement planning and IHT planning cases.
• To use different software packages and technology to analyse data and propose effective client solutions and also to adhere to internal cross team workflows and processes to ensure efficient teamwork.
• To communicate directly with clients on behalf of the Advisors and update client records promptly and accurately.
• To support the Head of Research & Paraplanning and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
• To aide the Head of Research & Paraplanning in team training and workload management.
• To maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
• To keep your own knowledge and skills regularly updated and ensure compulsory training completed in timely way to keep team up to date with latest regulatory requirements and industry standards.
• To respond to any other requests from your line manager within the scope of this role.

About the successful Paraplanner:

• Level 4 Diploma in Financial Planning or near completion of.
• Minimum years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice;
• A detailed understanding of pensions, investments, protection and tax planning;
• Excellent report writing and communication skills;
• Professional, client facing demeanour;
• Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software ;
• Previous experience of using different provider websites and knowledge of the overall application and administrative processes.

What we offer in return to the successful Paraplanner:

• Salary £45,000 per annum
• Monday to Friday, (hybrid working)
• UK's leading wealth management pension scheme
• Holiday entitlement / Bonus/ Private medical and many more
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set.

This is an exciting opportunity to join an innovative, forward-thinking organisation that values talent, supports career progression, and empowers its team to make a real impact.

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