Paraplanner in Worthing - Ortus Psr

Paraplanner – Wealth Management

We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work.

Salary: Up to £50,000 DOE

Working Pattern: Hybrid – 3 days office Worthing/ 2 days WFH

Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm

You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment.

This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development.

About the IFA firm: 

We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base.

Key Responsibilities

• Work closely with a dedicated Adviser to formulate and review financial advice
• Produce high-quality suitability reports and technical documentation
• Carry out research across investments, pensions, protection and retirement planning
• Perform cashflow modelling and investment analysis
• Attend client meetings where appropriate and support client interactions
• Challenge recommendations constructively to ensure robust advice
• Liaise with providers and internal teams to ensure smooth case progression

Requirements

• 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
• Comfortable challenging where necessary in a professional manner
• Excellent report writing and communication skills
• High attention to detail and strong analytical mindset