Financial Planning Specialist

4 weeks ago


Eastbourne, East Sussex, United Kingdom Financial Divisions Full time
Senior Paraplanner Opportunity

A successful financial services firm based in East Sussex is seeking a highly skilled and motivated Senior Paraplanner to join their dynamic team. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing.

Key Benefits:

  • Hybrid working: 3 days in the office, 2 days from home.
  • Competitive salary: up to £55k with an attractive benefits package.
  • Professional development: career progression with ongoing study support.
  • Collaborative team: join a thriving team where professional growth is strongly encouraged.

In this role, you will play a key part in supporting advisers and delivering comprehensive financial solutions tailored to each client's needs. The firm prides itself on offering a high level of service and expertise, ensuring clients receive peace of mind through meticulous and forward-thinking financial advice.

If you are a diploma qualified Paraplanner committed to delivering exceptional financial planning and seeking an opportunity for growth within a well-established firm, we'd love to hear from you.



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