At a Glance
- Tasks: Support financial advisers by producing detailed reports and delivering high-quality technical support.
- Company: A growing wealth management firm with a collaborative and supportive culture.
- Benefits: Competitive salary, hybrid working, pension contributions, and a relaxed dress code.
- Other info: Friendly environment with opportunities to mentor new team members.
- Why this job: Join a stable practice and develop your skills in financial planning for long-term career growth.
- Qualifications: Level 4 Diploma (or close) and at least 2 years’ paraplanning experience.
The predicted salary is between 35000 - 45000 £ per year.
A well-established and growing wealth management firm is looking to appoint an experienced Paraplanner to join its collaborative financial planning team.
Location: Worthing, West Sussex
Type: Permanent
Salary: £35,000 - £45,000 Per Annum
This firm provides integrated financial planning and tax advisory services, supporting individuals, professionals, and business owners through every stage of their financial journey – from protection and wealth accumulation through to retirement and business exit planning.
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering high-quality technical support, producing detailed reports and helping to ensure clients receive well-structured, compliant financial planning advice.
Responsibilities:
- Supporting and mentoring new starters or junior team members
- Carrying out due diligence relating to investment committee research
- Providing ad hoc support to the Paraplanning Manager
Benefits:
- Competitive salary
- Hybrid working
- 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
To Be Considered For This Paraplanner Position:
- Ideally Level 4 Diploma qualified (or close to)
- Minimum 2 years’ 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
Apply today – 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. If you’re interested in this opportunity, please send your CV for consideration.
Paraplanner in Worthing employer: Eden Rose
Join a well-established wealth management firm in Worthing, where you will thrive in a collaborative and supportive environment. With competitive salaries, hybrid working options, and a strong focus on employee development, this company offers long-term career progression and a relaxed workplace culture that values your contributions. Enjoy benefits like a 4% employer pension contribution and a friendly atmosphere as you help clients navigate their financial journeys.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Worthing
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one in Worthing. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since this role requires strong expertise in pensions and investments, make sure you can discuss these topics confidently. We recommend practising common interview questions with a friend or even in front of the mirror!
✨Tip Number 3
Showcase your mentoring skills! If you've supported junior team members before, be ready to share specific examples during interviews. This will highlight your collaborative spirit and fit within their supportive environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Paraplanner in Worthing
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your technical knowledge in pensions, investments, and financial planning to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re the perfect fit for our team. Share specific examples of your paraplanning experience and how you’ve supported clients in their financial journeys.
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key! In your application, demonstrate how you've ensured compliance and produced high-quality reports in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and compliance. The interviewers will likely ask you specific questions to gauge your understanding, so being well-prepared will show that you're serious about the role.
✨Showcase Your Experience
Be ready to discuss your previous paraplanning experience in detail. Think of examples where you've supported Financial Advisers or produced detailed reports. This is your chance to demonstrate how your background aligns with their needs.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to financial planning and how they support their team. This not only shows your interest but also helps you assess if the company culture fits what you're looking for.
✨Highlight Your Team Spirit
Since this role involves collaboration, be sure to mention any experience you have in mentoring or supporting junior team members. Emphasising your ability to work well in a team will resonate with their collaborative environment.
