Job Description
Salary £40,000-£50,000 DOE (Bonus available). Location - Near Brighton, Hybrid working. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients’ long‑term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.
About the Role
As a Paraplanner, you will work closely with financial advisers to deliver exceptional advisory support. Your day‑to‑day work will be varied, meaningful, and central to ensuring clients receive high‑quality, well‑researched, and compliant advice.
Key Responsibilities
- Conduct in-depth research on products, funds, and financial solutions to support client recommendations (e.g. investments, pensions).
- Prepare clear, accurate, and technically robust suitability reports and supporting documents.
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