Paraplanner – Wealth Management (Hybrid, Worthing)

About the role

We are looking for a Level 4 qualified Paraplanner to join our growing Wealth Management team. Working closely with a dedicated Financial Adviser, you will be involved in the full advice process, attend client meetings when appropriate, and develop complex planning solutions. The position is hybrid, with three days in our Worthing office and two days remote.

Key responsibilities

• Collaborate with an adviser to formulate and review financial advice.
• Produce high‑quality suitability reports and technical documentation.
• Research investments, pensions, protection and retirement planning options.
• Perform cash‑flow modelling and investment analysis.
• Attend client meetings and support client interactions.
• Constructively challenge recommendations to ensure robust advice.
• Liaise with providers and internal teams to ensure smooth case progression.

Required profile

• Fully qualified at Level 4 Diploma (CII, LIBF or equivalent).
• Strong technical knowledge across core financial planning areas.
• Confident working closely with advisers and contributing to advice formulation.
• Excellent report writing and communication skills.
• High attention to detail and strong analytical mindset.

Required skills

What we offer

• Competitive salary up to £50,000 depending on experience.
• Full exam support for future professional development.
• Collaborative, client‑focused culture.
• Hybrid working arrangement.