Paraplanner
Trinnovo Group Ltd
Worth · posted 2 August 2026
Salary
£50,000 a year
Location
Worth, West Sussex
Category
Banking and Financial Services
Hybrid Working | Crawley
Apply below after reading through all the details and supporting information regarding this job opportunity.
An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.
This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.
This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.
The Opportunity You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.
The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.
Key Responsibilities Support Financial Planners by providing technical analysis and client solutions
Conduct research, analysis and due diligence on client holdings and recommendations
Prepare technical calculations and cashflow modelling reports
Produce high-quality suitability reports aligned to client objectives and recommendations
Build and maintain strong client relationships, acting as a key point of contact throughout the client journey
Attend client meetings where appropriate
Identify information required to develop comprehensive financial plans
Work closely with Client Services teams to ensure recommendations are accurately implemented
Ensure planners and clients receive timely updates throughout the advice process
Review client files and ensure work is completed to regulatory and compliance standards
Support continuous improvement initiatives across the business
Maintain up-to-date knowledge of legislation, regulation and industry best practice
About You Previous experience working as a Paraplanner or within a similar technical financial planning role
Strong understanding of financial planning products, solutions and technical calculations
Experience analysing client portfolios and producing suitability reports
Ability to work to deadlines while maintaining exceptional attention to detail
Strong written and verbal communication skills
Excellent organisational and problem-solving abilities
Comfortable building relationships with clients and internal stakeholders
Self-motivated with the ability to work independently and as part of a wider team
Committed xwzovoh to ongoing professional development and continuous learning
Qualifications CII Diploma in Regulated Financial Planning (DipPFS) desirable
Working towards CII Advanced Diploma in Financial Planning preferred
34 years' relevant financial planning or paraplanning experience
Why Apply? Join a collaborative and client-focused wealth management business
Work closely with experienced Financial Planners and advisers
Gain exposure to complex financial planning cases and client portfolios
Strong commitment to professional development and qualifications support
Opportunity to contribute ideas and influence business improvements
Hybrid working environment and supportive team culture
Clear long-term career progression opportunities
If you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.
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Apply below after reading through all the details and supporting information regarding this job opportunity.
An exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.
This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.
This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.
The Opportunity You will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.
The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.
Key Responsibilities Support Financial Planners by providing technical analysis and client solutions
Conduct research, analysis and due diligence on client holdings and recommendations
Prepare technical calculations and cashflow modelling reports
Produce high-quality suitability reports aligned to client objectives and recommendations
Build and maintain strong client relationships, acting as a key point of contact throughout the client journey
Attend client meetings where appropriate
Identify information required to develop comprehensive financial plans
Work closely with Client Services teams to ensure recommendations are accurately implemented
Ensure planners and clients receive timely updates throughout the advice process
Review client files and ensure work is completed to regulatory and compliance standards
Support continuous improvement initiatives across the business
Maintain up-to-date knowledge of legislation, regulation and industry best practice
About You Previous experience working as a Paraplanner or within a similar technical financial planning role
Strong understanding of financial planning products, solutions and technical calculations
Experience analysing client portfolios and producing suitability reports
Ability to work to deadlines while maintaining exceptional attention to detail
Strong written and verbal communication skills
Excellent organisational and problem-solving abilities
Comfortable building relationships with clients and internal stakeholders
Self-motivated with the ability to work independently and as part of a wider team
Committed xwzovoh to ongoing professional development and continuous learning
Qualifications CII Diploma in Regulated Financial Planning (DipPFS) desirable
Working towards CII Advanced Diploma in Financial Planning preferred
34 years' relevant financial planning or paraplanning experience
Why Apply? Join a collaborative and client-focused wealth management business
Work closely with experienced Financial Planners and advisers
Gain exposure to complex financial planning cases and client portfolios
Strong commitment to professional development and qualifications support
Opportunity to contribute ideas and influence business improvements
Hybrid working environment and supportive team culture
Clear long-term career progression opportunities
If you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.