Paraplanner

Paraplanner

Position: Paraplanner
Location: Crawley, Wst Sussex
Salary: Up to £45,000 (DOE) + Discretionary bonus
Hours: Full-time (37 hours/week, Monday-Friday)
Type: Hybrid (After 3 months)
 

About the Role:

We are seeking a motivated and technically proficient Paraplanner to join a respected and forward-thinking financial planning firm. This is a fantastic opportunity for someone with at least 18 months of experience working with high-net-worth UK private clients, who is passionate about delivering high-quality financial planning support and eager to grow within a collaborative team environment.

You’ll work closely with Financial Planners and Client Support Administrators to deliver tailored financial advice, while also contributing to continuous improvement and innovation across the business.
 

Package & Benefits:

• Salary: Up to £45,000 depending on experience/qualifications
• Bonus: Discretionary bonus based on company performance
• Pension: Company pension scheme
• Holidays: Up to 25 days + Bank Holidays
• Insurance: Private medical, life insurance, and death in service
• Training: Full induction, ongoing support, and funded training
• Perks: Employee assistance programme, discount perks, referral scheme
• Parking: On-site parking available

Key Responsibilities:

• Conduct full analysis of client needs, develop cash flow models, and maintain accurate client records
• Construct financial planning solutions across investments, pensions, tax, and estate planning
• Prepare detailed recommendation reports and client letters, ensuring compliance and accuracy
• Support client review processes, including performance analysis and model updates
• Liaise with clients via phone, email, and in meetings to build strong, lasting relationships
• Coordinate with administrators to ensure smooth processing of applications and updates
• Collaborate with external professionals (e.g. solicitors, accountants) to implement advice

Requirements:

• Minimum 18 months’ experience in a paraplanning role with UK high-net-worth private clients
• Diploma Level 4 qualified (or equivalent), with a strong CPD record
• Solid understanding of the financial planning process and regulatory framework
• Excellent technical knowledge of personal finance and investment management
• Strong communication, analytical, and organisational skills
• A proactive, collaborative mindset with a passion for continuous improvement

If you’re ready to take the next step in your paraplanning career and join a supportive, client-focused team, apply now or get in touch for a confidential discussion.