Paraplanner

Ortus PSR Ltd.; Brighton; On-site; GBP 40,000 - 48,000; Part time

Job summary

A leading wealth management firm in Brighton seeks a Paraplanner to support client-facing services. Ideal candidates are part-qualified and have a solid grasp of financial products. The role offers a salary up to £48,000 and a clear career path with hybrid working options. Join a supportive team committed to internal development and mentoring.

Benefits

Fully funded pathway to Diploma

Career framework with reviews

Supportive team-oriented culture

Qualifications

• Working towards Diploma via CII, LIBF or equivalent.
• Excellent analytical skills with detail-oriented mindset.
• Desire to develop into a senior or advisory position.

Responsibilities

• Support Advisers with client-facing and technical paraplanning.
• Conduct cashflow planning and product comparisons.
• Manage client communication and prepare documentation.

Skills

Experience in Paraplanning

Strong grasp of financial products

Excellent written communication

Highly organized

Education

Part-qualified (working towards Level 4 Diploma)

Tools

Intelligent Office (IO)

Financial planning tools

Job description

Shape Your Future in Financial Planning – Career-Building Paraplanner Role in Haywards Heath

Job Title: Paraplanner – Wealth Management (Part-Qualified, Brighton)

Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future? This opportunity in Haywards Heath offers more than just a role – it’s a pathway to progression within a respected and values-driven wealth management firm.

If you're part-qualified (working towards Diploma via CII, LIBF or equivalent) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory, or Technical Specialist roles.

Company Overview

This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring, and internal promotion, the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts.

Operating from the Haywards Heathoffice, you’ll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications.

Responsibilities

• Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis.

• Conduct cashflow planning, product comparisons, and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo.

• Take ownership of client communication, preparing documentation and attending meetings when needed.

• Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking.

• Engage in projects to improve systems and client journey processes.

• Keep up to date with industry changes, compliance regulations, and internal quality standards.

Requirements

• Experience in Paraplanning

• Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent).

• Strong grasp of financial products, platforms, and investment principles.

• Excellent written communication and analytical skills.

• Highly organised with attention to detail and a process-driven mindset.

• Familiarity with IO and financial planning tools is desirable.

• A genuine desire to develop into a senior or advisory position over time.

Benefits

• Salary up to £48,000, depending on experience and qualifications.

• Fully funded pathway to Diploma, Chartered, or Adviser roles.

• Clearly mapped career framework with regular reviews and mentoring.

• Hybrid working options 3 days in the office and 2 days from home

• Supportive, team-oriented culture with access to complex client work.

• Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.