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- Tasks: Support a Chartered Adviser in delivering client financial advice and preparing reports.
- Company: Join a boutique Chartered financial planning firm with over 20 years of experience.
- Benefits: Enjoy exam support, pay rises for qualifications, and a discretionary bonus.
- Why this job: Grow your career in a supportive, client-focused environment with mentorship opportunities.
- Qualifications: Progress towards Level 4 Diploma; previous paraplanning experience is a plus.
- Other info: Work closely with experienced professionals and develop into a qualified Adviser or Senior Paraplanner.
The predicted salary is between 32000 - 38400 £ per year.
Location: West Grinstead, Sussex (Office-Based)Salary: GBP40,000 – GBP48,000 (DOE) + Discretionary BonusProgression Routes: Trainee Adviser or Senior Career ParaplannerBenefits: Exam support & pay rises for each exam passed towards Level 4 Diploma & Chartered status
My client is a well-established, boutique Chartered financial planning firm based near West Grinstead. For over 20 years, they\’ve provided whole-of-market, independent financial advice to a loyal and diverse client base including HNW retirees, business owners, families, and professionals across Sussex. They currently manage around 400 client relationships, with investment portfolios ranging from entry-level to GBP1m+.
The firm has grown organically through referrals and long-term client retention, underpinned by a commitment to outstanding service. The team consists of two Financial Advisers, a Senior Paraplanner, and experienced support staff. Professional development is actively encouraged, with full funding for exams and structured pay increases for each qualification achieved.
As part of their ongoing growth, they are now creating a brand-new position for a Paraplanner to work closely on a 1:1 basis with one of the firm\’s Chartered Financial Planners.
Key Responsibilities:
- Work directly with a Chartered Adviser to support client advice delivery
- Prepare detailed and compliant suitability reports
- Undertake technical research and analysis
- Support cashflow modelling and advice compilation
- Play an active role in client meetings (where appropriate)
- Progress your qualifications with mentorship and structured development
What They\’re Looking For:
- Progress towards the Level 4 Diploma (or already qualified)
- Strong technical knowledge and understanding of financial planning
- Previous experience in a paraplanning or technical support role
- Proactive, curious and eager to learn
- A team player with strong attention to detail and communication skills
This is a fantastic opportunity to join a client-focused, values-led firm where you\’ll be supported to grow into either a fully qualified Adviser or develop as a Senior Career Paraplanner.
To apply or find out more, contact Sam at Financial Divisions.
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Paraplanner / Trainee Adviser Opportunity, West Grinstead, Sussex, employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Adviser Opportunity, West Grinstead, Sussex,
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners or Advisers. Attend local finance-related events or join online forums to connect with potential colleagues and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the specific financial products and services offered by the firm. Understanding their approach to client relationships and investment strategies will help you demonstrate your alignment with their values during interviews.
✨Tip Number 3
Prepare to discuss your technical knowledge and any relevant experience in detail. Be ready to provide examples of how you've supported financial advice delivery or conducted research in previous roles, showcasing your proactive attitude and eagerness to learn.
✨Tip Number 4
Showcase your commitment to professional development by discussing your plans for further qualifications. Highlight any progress you've made towards the Level 4 Diploma and express your enthusiasm for the structured development opportunities offered by the firm.
We think you need these skills to ace Paraplanner / Trainee Adviser Opportunity, West Grinstead, Sussex,
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or technical support roles. Emphasise any qualifications you have towards the Level 4 Diploma and showcase your strong technical knowledge in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the firm. Mention specific reasons why you want to work with this boutique Chartered financial planning firm and how your skills align with their values and client-focused approach.
Highlight Your Learning Mindset: In your application, express your eagerness to learn and progress within the company. Discuss your proactive nature and how you plan to take advantage of the exam support and mentorship offered by the firm.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of financial planning concepts and regulations. Be prepared to discuss specific examples from your previous experience that demonstrate your technical skills and knowledge.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-life scenarios. Think about how you would approach client situations, prepare suitability reports, or conduct cashflow modelling, and be ready to articulate your thought process.
✨Demonstrate Your Eagerness to Learn
Since the role involves progression towards qualifications, express your enthusiasm for professional development. Share any relevant courses or exams you are currently pursuing or plan to take, and highlight your proactive approach to learning.
✨Emphasise Teamwork and Communication Skills
As a Paraplanner, you'll be working closely with a Chartered Adviser and other team members. Provide examples of how you've successfully collaborated in the past and how you communicate effectively with colleagues and clients alike.
