This job is no longer available
This job expired on 25/09/2026. It no longer accepts applications.
Paraplanner – Up to £55k + Bonus & Benefits
Financial Divisions · Haywards Heath
Job description
About the role
Our client, an independent wealth planning firm near Haywards Heath, is creating a brand‑new Paraplanner position to support a team of Chartered Financial Advisers. This is a client‑facing, varied role where you will work directly with high‑net‑worth individuals and families, providing technical expertise and research support.
Key responsibilities
- Support Chartered Financial Advisers with client portfolio analysis and cash‑flow modelling.
- Attend client meetings alongside advisers and contribute to discussions.
- Conduct research and produce detailed financial reports and planning documents.
- Serve as the technical go‑to person for pension, investment, tax and protection advice.
Required profile
- Open to both junior and senior candidates.
- Actively studying towards the Level 4 Paraplanner Diploma (full study support provided).
- Strong interest in wealth planning for HNW and UHNW clients.
Required skills
What we offer
- Up to £55,000 basic salary plus performance‑based bonus.
- 5% matched pension contribution and death‑in‑service benefit.
- Private medical insurance.
- 28 days annual leave plus bank holidays and your birthday off.
- Hybrid working – three days in the office after onboarding.
- Full study support for the Level 4 Diploma.
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Financial Divisions
Haywards Heath