Paraplanner

Eden Rose; Worthing; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working

Parking permit paid for

Up to £47,500

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环境

Long-term career progression机会

Job summary

Eden Rose in Worthing is seeking an experienced Paraplanner to join its collaborative financial planning team. This well-established wealth management firm provides integrated services across protection, wealth accumulation, retirement and business planning.

You will work closely with Financial Advisers, deliver high-quality technical support, produce detailed reports and help ensure clients receive top-tier financial planning advice.

Qualifications

• 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

Responsibilities

• Deliver high-quality technical support to advisers
• Produce detailed financial planning reports
• Help ensure clients receive top-tier financial planning advice

Skills

Paraplanning experience

Pensions knowledge

Regulatory knowledge

Attention to detail

Education

Level 4 Diploma

Job description

Paraplanner
Friendly team / hybrid working / parking

A well-established and growing wealth management firm is looking to appoint an experienced Paraplanner to join its collaborative financial planning team.

Job Ref: 91246

Location: Worthing

Salary: £35,000 - £47,500 Per Annum

Employment Type: Permanent

• Location: Worthing, West Sussex
• Type: Permanent
• Job #91246
• Salary: £35,000 - £47,500 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 top tier financial planning advice.

Benefits

• Up to £47,500
• Hybrid working
• Parking permit paid for
• 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