Full job descriptionParaplanner
Location: Battle, East Sussex
Salary: Competitive
Contract: Permanent
Hours: 37.5 hours per week
Working Pattern: Hybrid
The Opportunity
An established and growing financial planning business is seeking an experienced Paraplanner to join its technical support team. This role plays a key part in delivering high-quality financial advice by supporting advisers with detailed research, technical analysis, and the preparation of client recommendations.
Working closely with advisers, administrators, compliance professionals, and senior stakeholders, you will be responsible for producing accurate, client-focused suitability reports while helping maintain high technical and regulatory standards across the business.
This is an excellent opportunity for an experienced Paraplanner looking to join a collaborative environment where technical expertise is valued and career development is actively supported.
Key Responsibilities
*Conduct detailed research and analysis across a range of client cases.
*Prepare clear, compliant, and technically accurate suitability reports.
*Provide recommendations covering pensions, investments, protection, estate planning, trusts, and tax planning strategies.
*Produce cashflow forecasts and undertake complex financial planning calculations.
*Support advisers throughout the advice process to ensure positive client outcomes.
*Provide technical guidance and research support to colleagues and management.
*Assist with the ongoing development of internal processes and best practices.
*Work closely with compliance teams to maintain regulatory standards and improve procedures.
*Stay informed on legislative, regulatory, and industry developments relevant to financial planning.
*Support senior management with technical projects and business initiatives as required.
About You
Essential
*Diploma in Regulated Financial Planning (Level 4) or equivalent qualification.
*Proven paraplanning experience within a financial planning, wealth management, or independent advice environment.
*Strong technical knowledge across pensions, investments, protection, and tax planning.
*Ability to produce high-quality suitability reports with a strong focus on accuracy and compliance.
*Good understanding of FCA regulations and financial advice standards.
*Excellent analytical, research, and problem-solving capabilities.
*High attention to detail and strong organisational skills.
Desirable
*Progression towards Chartered status or further professional qualifications.
*Strong communication and stakeholder management skills.
*Ability to manage multiple cases and deadlines effectively.
*A collaborative approach and willingness to contribute to process improvements.
What’s on Offer
*Competitive salary and benefits package.
*Hybrid working arrangements.
*Ongoing professional development and exam support.
*Exposure to complex client cases and technical financial planning work.
*Opportunity to contribute to the growth and development of a successful advice business.
To express interest or find out more, please get in touch for a confidential discussion.