At a Glance
- Tasks: Support Financial Advisers by producing reports and delivering high-quality technical support.
- Company: Join a friendly, well-established wealth management firm with a collaborative culture.
- Benefits: Enjoy a competitive salary, hybrid working, paid parking, and long-term career progression.
- Other info: Relaxed dress code and open to part-time applicants.
- Why this job: Make a real impact in financial planning while developing your skills in a supportive environment.
- Qualifications: Level 4 Diploma (or close) and at least 1 year of paraplanning experience required.
The predicted salary is between 32000 - 40000 £ per year.
We are a well-established and growing wealth management firm looking to appoint an experienced Paraplanner to join our collaborative financial planning team.
About the Role
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering high-quality technical support, producing reports and helping to ensure clients receive top-tier financial planning advice.
Job Details
- Location: Worthing, West Sussex
- Type: Permanent
- Salary: £32,000 - £40,000 per annum
Benefits
- Up to £40,000 salary
- Hybrid working
- Paid parking permit
- Open to part-time applicants
- 4% employer pension contribution
- Death in Service cover
- WPA Cash Plan (after qualifying period)
- Relaxed dress code
- Friendly and supportive working environment
- Long-term career progression opportunities
Qualifications
- Ideally Level 4 Diploma qualified (or close to)
- Minimum 1 year’s paraplanning experience
- Strong technical knowledge across pensions, investments and financial planning
- Good understanding of compliance and regulatory standards
- Supervisory or mentoring experience beneficial but not essential
- A proactive approach with strong attention to detail
If you’re looking for a stable and growing practice where you can continue developing your technical knowledge and build a long-term career within financial planning, this could be a fantastic next step. Please send your CV for consideration.
Junior Paraplanner in Worthing employer: Eden Rose
Join our well-established wealth management firm in Worthing, where you will thrive in a friendly and supportive environment that values collaboration and professional growth. With hybrid working options, competitive salary, and a range of benefits including a pension contribution and career progression opportunities, we are committed to fostering a workplace that empowers our employees to excel in their roles and achieve their career aspirations.
