Paraplanner

Job Title: Paraplanner

Location: Worthing (Hybrid - 2 days from home)

Salary: Competitive + Bonus Scheme

Benefits: 7% employer pension, PMI with optical & dental cover, GIP, DIS, Critical Illness Cover, 25-28 days holiday, study & qualification support, flexible working, enhanced parental leave, cycle-to-work scheme, long service awards, season ticket loan, wellness support, and more.

About the Company:

This is a leading national financial planning firm, highly regarded for its client-centric approach and strong market reputation. The team has grown consistently and is well-known for providing high-quality, holistic advice supported by robust paraplanning and compliance functions. You'll join a collaborative environment that encourages professional development, values flexibility, and supports long-term career growth.

Role Summary:

We're seeking a Paraplanner to join the Reading team, supporting Financial Advisers and administrators to deliver outstanding client service. This role will see you producing detailed research and suitability reports, contributing to investment analysis, and ensuring clients receive clear, compliant, and tailored advice. You'll be encouraged to continue your professional development while working in a supportive, hybrid environment.

Key Responsibilities:

• Review client fact finds, risk profiles, and adviser notes to understand objectives
• Conduct research across funds, products, charges, and tax implications to support recommendations
• Prepare high-quality, compliant suitability reports tailored to client needs
• Collaborate with Advisers and Administrators to progress cases and client packs efficiently
• Use research tools and systems (e.g., Selectapension, FE Analytics, Voyant) to support advice delivery
• Monitor case progress and escalate delays or issues to ensure client expectations are managed
• Contribute to a culture of compliance, continuous improvement, and client care

Requirements:

• Diploma in Financial Planning (Essential)
• Experience in an end-to-end paraplanning role within an IFA/wealth management setting
• Strong technical knowledge across pensions, investments, protection, and tax planning
• Confident in using research tools such as Selectapension, FE Analytics, Voyant, Dynamic Planner
• Ability to produce suitability reports with both templated and bespoke content
• Excellent communication, organisation, and attention to detail
• Proficiency with MS Office and Intelligent Office (or similar CRM systems)