Paraplanner

Elevate Your Paraplanning Career in Worthing - Join a Forward-Thinking Wealth Management Firm! Job Title: Paraplanner - Wealth Management (Part-Qualified, Worthing)

Are you an experienced Paraplanner ready to take the next step in your financial planning career? This exciting opportunity in Worthing offers a dynamic role within a client-focused firm, supporting high-calibre Advisers and helping clients achieve their financial goals.

With a clear progression pathway and a salary of up to £48,000, this role is ideal for someone who is part-qualified (working towards Diploma via CII, LIBF or equivalent) and keen to continue their professional development in a supportive, values-led environment.

Company Overview

This highly respected and process-driven wealth management firm is renowned for its strong client relationships, collaborative team ethos, and high technical standards. Working closely with Advisers and the wider support team, the Paraplanner plays a pivotal role in ensuring seamless client journeys and technically sound advice delivery.

Responsibilities

• Collaborate with Advisers to produce high-quality suitability reports, review documents, and technical research.

• Conduct cashflow modelling, investment analysis, and product research using tools like Intelligent Office (IO) and Genovo.

• Act as a key point of contact for clients, managing correspondence and attending meetings as needed.

• Provide administrative and technical support for group pensions and benefits.

• Ensure accurate processing of new business applications, provider communications, and policy administration.

• Maintain up-to-date client records, ensuring regulatory compliance and adherence to internal policies.

• Work cross-functionally with administrators and compliance teams to ensure documentation is accurate and timely.

• Assist in organisational projects, system improvements, and process optimisation initiatives.

Requirements

• Experience in a Paraplanning or Financial Planning Support role.

• Part-qualified: Working towards Level 4 Diploma (CII, LIBF, or equivalent).

• Proficient with Intelligent Office (IO) and financial planning software (e.g., Genovo).

• Excellent written communication and report writing skills.

• Analytical mindset with strong attention to detail and process orientation.

• Strong client relationship management and interpersonal skills.

• Commitment to ongoing CPD and professional development.

Benefits

• Salary up to £48,000, depending on experience and qualifications.

• Support for further qualifications (e.g., full Diploma or Chartered).

• Structured development plan within a growing and respected firm.

• Collaborative, inclusive team culture with clear values.

• Hybrid working flexibility available 3 days in the office and 2 from home

• Access to high-net-worth clients and complex financial planning cases.