Paraplanner

Paraplanner – Financial Planning

Location: Worthing, West Sussex

Salary: £42,000 – £47,000 depending on experience

Job Type: Full-time, Permanent

Working Pattern: Hybrid – minimum 2 days per month in the office following initial training

About the Role

An excellent opportunity has arisen for an experienced Paraplanner to join a friendly and supportive financial planning team in Worthing.

This is a genuine technical Paraplanning role , with administration handled separately. You will work closely with Financial Advisers, providing research, technical analysis and high-quality suitability reports across a broad range of financial planning products and solutions.

The role would suit someone with a minimum of 3 years' Paraplanning experience who is confident producing full suitability reports and working across a range of products and providers.

Ideally, you will hold the Level 4 Diploma in Financial Planning , although candidates with significant relevant experience will also be considered.

Key Responsibilities

Work closely with Financial Advisers to undertake product and provider research.

Identify appropriate and compliant solutions based on individual client circumstances.

Prepare recommendation options and draft detailed suitability reports and proposals.

Manage a high caseload of approximately 30 reports per month .

Provide technical support across a wide range of products, providers and funds.

Work on complex cases including pension transfers, retirement planning and Inheritance Tax planning .

Research and analyse complex investments, including bonds and trusts .

Use financial planning software and technology to analyse data and develop appropriate client solutions.

Communicate directly with clients on behalf of Financial Advisers where required.

Maintain accurate and up-to-date client records.

Follow internal workflows and processes to ensure effective teamwork.

Support the Head of Research & Paraplanning with the development and improvement of processes.

Maintain a high level of...