Full job descriptionParaplanner (Level 4 Qualified)
Location: Brighton
Salary: £38,000-£47,000 DOE
An established and growing financial planning business is looking to appoint a skilled and qualified Paraplanner to join its collaborative team. The firm delivers holistic financial planning and tax-efficient advice to a diverse client base, including private individuals, professionals, and business owners.
This is a full-time opportunity near Brighton, operating on a hybrid basis following an initial training period.
You will work in close partnership with Financial Advisers and support functions, contributing directly to the delivery of high-quality advice and client service.
Package & Benefits
*Competitive base salary
*Structured career development and progression pathways
*Supportive, team-oriented culture
*Employer pension contribution (4%)
*Life assurance cover
*Health cash plan (subject to eligibility)
*Smart-casual dress environment
*Hybrid and flexible working options
Core Responsibilities
*Drafting detailed suitability reports and review documentation
*Supporting the implementation of financial planning recommendations
*Maintaining accurate and compliant client records
*Conducting technical research and investment analysis
*Ensuring adherence to regulatory and compliance requirements
*Acting as a technical resource for advisers and colleagues
*Assisting in the development and mentoring of junior team members
*Monitoring market trends and product developments
*Providing support to the Paraplanning Manager on ad hoc projects
Skills & Experience Required
*At least 3 years’ experience in a paraplanning role within a financial planning environment
*Level 4 Diploma in Financial Planning (essential)
*Proficiency in industry software (e.g. Intelligent Office, CashCalc, Genovo, FE Analytics or comparable platforms)