Paraplanner

19 hours ago

Brighton, United Kingdom Ortus PSR Ltd. Full time

Shape Your Future in Financial Planning – Career-Building Paraplanner Role in Haywards HeathJob 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 OverviewThis 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.ResponsibilitiesSupport 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.RequirementsExperience in ParaplanningPart-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.BenefitsSalary 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 homeSupportive, 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. #J-18808-Ljbffr

  • Paraplanner

    2 weeks ago

    Brighton, United Kingdom IDEX Consulting Full time

    An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting...

  • Paraplanner - Brighton

    3 days ago

    Brighton, United Kingdom Artemis Recruitment Consultants Full time

    Paraplanner - Brighton Our client is seeking a detail-oriented and analytical Paraplanner to join their national team. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties and Responsibilities Conduct comprehensive financial analysis to assist...

  • Paraplanner - Brighton

    3 days ago

    Brighton, United Kingdom Artemis Recruitment Consultants Full time

    Paraplanner - Brighton Our client is seeking a detail-oriented and analytical Paraplanner to join their national team. In this role, you will work closely with financial advisors to support the financial planning process and ensure the delivery of high-quality advice to clients. Duties and Responsibilities: Conduct comprehensive financial analysis to assist...

  • Senior Paraplanner

    7 days ago

    Brighton, United Kingdom LegalAndGeneral Full time

    Are you a detail-oriented professional with a passion for financial planning and mentoring others Were looking for a Senior Paraplanner to join our team. This role offers the opportunity to lead by example support advisers with complex cases and help shape the paraplanning function. If you thrive in a collaborative environment and enjoy driving quality and...

  • Administrator Investments

    7 days ago

    Brighton, United Kingdom Tate Full time

    The Administrator, Brighton, East Sussex will be supporting the Paraplanners, acting as a key point of contact for clients and a variety of duties to include: - Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office. - Ensure that basic client...

  • Financial Planning Administrator

    2 weeks ago

    Brighton, United Kingdom Eden Rose Full time

    Job DescriptionIFA Administrator – Brighton£26,000 – £35,000A well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional...

  • Client Support

    2 weeks ago

    Brighton, United Kingdom Ortus PSR Full time

    Be the Backbone of a Leading Wealth Management Practice – IFA Administrator Opportunity A highly regarded and growing wealth management firm is seeking an experienced IFA Administrator to join their supportive and client-focused team. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to deepen...

  • Financial Planning Administrator

    2 weeks ago

    Brighton, United Kingdom Eden Rose Full time

    OverviewIFA Administrator – BrightonSalary: £26,000 – £35,000About the roleA well-established Financial Planning firm in Brighton is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and...

  • IFA Operations Manager

    3 days ago

    Brighton, Brighton and Hove, United Kingdom Placr Recruitment Full time £20,000 - £40,000 per year

    We're Hiring: Operations & Client Services Manager Haywards Heath Up to £40,000 + brilliant benefitsW are looking for an experienced Operations & Client Services Manager to become the steady pair of hands that keeps a busy financial services firm running like clockwork. If you're the person everyone relies on… the one who spots problems before they...

  • Independent Financial Advisor

    7 days ago

    Brighton, United Kingdom Financial Careers Ltd Full time

    Our client is a leading independent financial planning firm is dedicated to helping clients with their financial planning, through quality service and advice with offices in London and Sussex. They provide financial advice services to individuals and businesses throughout the UK to managing the private wealth of individuals to setting up large Employee...