Job Description Paraplanner 35,000 - £45,000 + Structured Career Development Office-Based with Occasional Flexibility Build Your Career Towards Chartered Financial Planner Status A highly respected Chartered Financial Planning practice in East Sussex is seeking a talented Financial Planning Assistant to join its growing team. This is a rare opportunity to join a genuinely client-focused business that has designed this role as a long-term development position for someone who is ambitious about building a career in financial planning. Unlike many Financial Planning Assistant positions, this role offers extensive exposure to clients, advisers and the financial planning process from day one. You will work closely with a team of experienced Financial Planners, supporting client relationships, preparing for meetings, contributing to financial plans and developing the technical and interpersonal skills required to become a successful Financial Planner in the future. The business operates a collaborative team structure, supporting multiple Financial Planners rather than being assigned to a single adviser. This provides excellent exposure to a wide range of client situations, planning strategies and financial planning disciplines. Career Progression This position has a clearly defined long-term development pathway to take you to Chartered Financial Adviser status in 5 years. The firm is committed to supporting professional development and ongoing qualifications for the right individual. Supporting Financial Planners with client servicing activities Communicating with clients via telephone, email and written correspondence Helping to build and maintain financial plans using Voyant Working alongside advisers to develop recommendations and planning solutions Level 4 Diploma in Financial Planning Strong understanding of the financial planning process Experience using Voyant or similar cashflow modelling software Progress towards higher-level financial planning qualifications Desire to ultimately progress into a Financial Planner role Salary of £35,000 - £45,000, depending on experience Clear and structured long-term career pathway Support towards Chartered Financial Planner status Ongoing mentoring from experienced Financial Planners Broad involvement across administration, client support and financial planning The opportunity to become a future Financial Planner within the business This is a predominantly office-based position in Lewes, East Sussex. The firm believes that close collaboration, mentoring and client exposure are key to long-term development, although occasional flexibility for home working may be available on ad-hoc basis when required. If you're an experienced paraplanner looking for a role that offers genuine progression, greater client exposure and a clear route to Chartered Financial Planner status, we'd be delighted to hear from you.
Pension Paraplanner in Lewes employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
