Paraplanner

🔒 Confidential Employer
Posted 7 May 2026
LOCATION
Uckfield
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Finance & Accounting
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Paraplanner experience Financial Planning Reports Product Research Client Records Management Communication Skills Organisational Skills Analytical Skills Compliance Knowledge

FULL DESCRIPTION

Paraplanner

Company: [Employer hidden — sign up to reveal]
Office: [Employer hidden — sign up to reveal]
Location: Uckfield
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.

Requirements

  • Experience in a Financial Advice firm and Paraplanner/reporting skills is essential.
  • Diploma qualified is desirable, though candidates with relevant skills and experience to do the job will be considered.
  • Reliable individual with the ability to manage and prioritise workloads.
  • Outstanding communication skills.
  • Ability to produce business correspondence that is grammatically correct and proof-read with a high degree of accuracy.
  • Analytical and problem-solving skills.
  • Team player with a positive attitude.
  • Excellent organisational skills, multi-tasking abilities and ability to cope with change.

Responsibilities

  • Write Financial Planning Reports for our Advisers to present to clients.
  • Support Advisers by conducting research on products and helping find the right solutions for our clients.
  • Assisting with reviews and requests, acting as a point of contact for our clients’ day-to-day queries.
  • Arranging for plans to be submitted to company providers.
  • Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
  • Prepare client review packs and conduct Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all firm and industry guidelines, rules and regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

  • 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
  • Birthday Leave
  • Electric Vehicle Scheme
  • Cycle to Work Scheme
  • Eyecare Support
  • Holiday Purchase Scheme
  • Long Service Awards
  • Extra Discount Cards
  • Family Friendly Policy

Perspectiveplus – Shaped around you: 25 days holiday, Pension, Enhanced Parental Pay, Life Assurance, Learning & Development, Employee Referral Scheme.

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