An established and growing financial planning business is looking to appoint a skilled and qualified Paraplanner to join its collaborative team. The firm delivers holistic financial planning and tax-efficient advice to a diverse client base, including private individuals, professionals, and business owners.
This is a full-time opportunity near Brighton, operating on a hybrid basis following an initial training period.
You will work in close partnership with Financial Advisers and support functions, contributing directly to the delivery of high-quality advice and client service.
Package & Benefits
- Competitive base salary
- Structured career development and progression pathways
- Supportive, team-oriented culture
- Employer pension contribution (4%)
- Life assurance cover
- Health cash plan (subject to eligibility)
- Smart-casual dress setting
- Hybrid and flexible working options
Core Responsibilities
- Drafting detailed suitability reports and review documentation
- Supporting the implementation of financial planning recommendations
- Maintaining accurate and compliant client records
- Conducting technical research and investment analysis
- Ensuring adherence to regulatory and compliance requirements
- Acting as a technical resource for advisers and colleagues
- Assisting in the development and mentoring of junior team members
- Monitoring market trends and product developments
- Providing support to the Paraplanning Manager on ad hoc projects
Skills & Experience Required
- At least 3 years' experience in a paraplanning role within a financial planning environment
- Level 4 Diploma in Financial Planning (essential)
- Proficiency in industry software (e.g. Intelligent Office, CashCalc, Genovo, FE Analytics or comparable platforms)
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📌 Paraplanner (Brighton)
🏢 RGH-Global
📍 Brighton
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