Role: Paraplanner




Location: Hybrid (Brighton / Chichester / Worthing hubs)




Salary: £35,000 - £45,000 + Benefits




About the Role & Firm



Are you a Diploma-qualified Paraplanner looking for a role that offers true technical depth, genuine hybrid flexibility, and a supportive team dynamic?



Our client is an established wealth management practice known for delivering fully integrated financial planning and specialist tax advice. Working side-by-side with both Financial Advisers and Tax Specialists, you will play a central role in delivering sophisticated, high-value financial strategies for private clients.



Following an initial onboarding period, this position operates on a true hybrid setup, allowing you to split your week between home and one of their modern South Coast offices (Brighton, Chichester, or Worthing).




Key Responsibilities

• Suitability & Reports: Draft tailored suitability reports and comprehensive recommendation files across a broad range of client planning needs.


• Technical Research & Due Diligence: Conduct market research, cash flow modeling, and technical analysis alongside investment committee due diligence.


• Adviser Collaboration: Act as a key technical sounding board for advisers, ensuring recommendations are seamless, fully compliant, and robust.


• Mentorship & Development: Support junior team members and new joiners through coaching and peer review.


• Process & Ad-Hoc Projects: Work closely with the Paraplanning Manager on workflow efficiencies and special technical projects.

• Qualification: Level 4 Diploma in Regulated Financial Planning (CII or equivalent).


• Experience: Minimum 3 years of paraplanning experience focused on complex recommendation reports and annual reviews.


• Tech Stack: Familiarity with back-office and planning tools such as Intelligent Office, CashCalc, Genovo, and FE Analytics (or similar).


• Mindset: Strong self-starter with excellent attention to detail, proactive problem-solving skills, and a collaborative team approach. Supervisory or mentoring experience is a plus.

• Competitive base salary (£35k-£45k DOE)


• Flexible hybrid working model with genuine work-life balance


• 4% employer pension contribution


• Death in Service benefits


• WPA Healthcare Cash Plan (post-probation)


• Relaxed, modern working environment with a smart-casual dress code


• Clear pathways for long-term career progression and ongoing qualification support