About this role
Senior Paraplanner
Worthing | Hybrid Working | £40,000 - £45,000 + Career Progression
Are you an experienced Paraplanner looking for more than just report writing?
Do you want to join a growing, forward-thinking financial planning firm where your technical expertise is genuinely valued, your opinion is listened to, and you can help shape the next generation of Paraplanners?
This is a fantastic opportunity to join a successful and expanding wealth management practice in Worthing, working alongside a collaborative team of Advisers and fellow Paraplanners on a wide variety of interesting and technically challenging cases.
Once fully embedded, you'll enjoy the flexibility of only attending the office a couple of days per week, giving you the perfect balance between collaboration and autonomy.
What's on Offer?
Salary £40,000 - £45,000
Hybrid working with only a couple of office days per week once established
Supportive and collaborative team environment
Complex and interesting technical cases
Opportunity to mentor and develop other Paraplanners
Growing business with genuine long-term career prospects
Modern, client-centric approach to financial planning
The Role
Working within a pooled Paraplanning team, you'll support multiple Advisers across a broad range of financial planning cases, including:
Pensions and retirement planningInvestments and portfolio recommendationsPension transfersInheritance Tax (IHT) planningTrust planning and estate considerationsProtection planningComplex client reviews and recommendations Key Responsibilities
Producing high-quality suitability reports and recommendation lettersConducting technical research and analysisPreparing and reviewing cashflow modelling outputsDeveloping financial planning strategies and recommendationsSupporting Advisers with complex client casesResearching pension, investment and tax planning solutionsEnsuring files meet compliance and regulatory standardsLiaising with providers, Advisers and administratorsAssisting with technical development across the wider teamMentoring and coaching less experienced Paraplanners, sharing technical knowledge and best practice About You
You'll be an experienced Paraplanner with strong technical knowledge across pensions and investments and a genuine passion for financial planning.
You'll ideally have:
Previous experience as a Paraplanner within an IFA/Wealth Management environmentStrong report writing and research skillsKnowledge of pensions, investments, pension transfers and IHT planningDiploma qualified or working towards Chartered statusExcellent attention to detailA collaborative approach and willingness to support and mentor colleagues Why Join?
This is a rare opportunity to join a firm at an exciting stage of growth where you'll be trusted, valued and given exposure to quality financial planning work. You'll have the chance to work on technically interesting cases, influence best practice across the Paraplanning team and enjoy the flexibility that experienced professionals are looking for.
If you're looking for a role where your expertise can truly make an impact, we'd love to hear from you.