Paraplanner – Hybrid role in Brighton

About the role

Our client, an award‑winning independent financial adviser (IFA) firm based in Sussex, is seeking an experienced Paraplanner to join their Brighton office. The position offers a hybrid working model, allowing two days of remote work each week.

Key responsibilities

• Prepare and write suitability reports for client financial plans.
• Support advisers with research, data analysis, and documentation.
• Maintain compliance with regulatory standards and internal procedures.
• Assist in the development of investment proposals and recommendations.

Required profile

• Proven experience as a Paraplanner within a financial advisory or wealth‑management environment.
• Strong understanding of suitability reporting and regulatory requirements.
• Ideally working towards or holding a Chartered status.
• Ability to work independently and collaboratively in a hybrid setting.

Required skills

• Experience writing suitability reports.
• Knowledge of investment operations (IO) concepts.

What we offer

• Competitive salary up to £50,000 per year.
• Hybrid working arrangement (2 days remote, 3 days office).
• Benefits package and opportunities for professional development.