Financial Planning Paraplanner

3 weeks ago


Brighton, Brighton and Hove, United Kingdom Recruit UK | Certified B Corp™ Full time

Exciting Opportunity: Recruit UK | Certified B Corp™ is presenting a remarkable position for a Paraplanner.

About the Company: Our client specializes in providing comprehensive Wealth Management solutions for individual clients and corporate entities. Their services encompass investment management, retirement strategies, tax planning, and more. As the firm continues to expand and integrate with other successful financial advisory firms, they are seeking a skilled Paraplanner to enhance their accomplished Paraplanning team.

Key Responsibilities:

  • Drafting suitability reports post client consultations
  • Conducting product research for both new and ongoing client needs
  • Engaging in cashflow modeling
  • Participating in client meetings as necessary
  • Providing assistance to Advisers and the back office team with technical inquiries

What We Offer:

  • Attractive salary package of up to £50,000 (dependent on experience and negotiable)
  • Discretionary bonus structure
  • Opportunities for career advancement and professional development
  • Flexible hybrid working arrangements
  • 20 days annual leave plus bank holidays and Christmas closure
  • Holiday buy/sell scheme
  • 5% pension contribution
  • Private health insurance
  • Support for exam funding and professional qualifications

Required Skills and Experience:

  • Proven experience in a Paraplanning role
  • Level 4 Diploma in Financial Planning or progress towards Chartered status
  • Robust technical knowledge and understanding of UK financial products


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