Role: Paraplanner

Location: Lewes, East Sussex

Job Type: Permanent

Salary: Upto £60,000 per annum + Benefits & Flexible Working

Are you an experienced Paraplanner looking to join a collaborative, forward-thinking financial planning firm where your contribution truly matters? We’re working with a highly respected Chartered financial planning practice based in the heart of Lewes, offering an exciting opportunity to become part of a well-established and supportive team.

This firm prides itself on creating a positive, inclusive workplace where communication is open, teamwork is valued, and every individual is encouraged to make the most of their role.

About the Business

The business is built on clear guiding principles, with a strong emphasis on:

• Integrity
• Sustainability
• Continuous Learning

With ambitious plans for future growth, the firm is committed to maintaining exceptional service standards while continuing to evolve and invest in its people.

The Opportunity – Paraplanner Role

This is an excellent opportunity for a skilled Paraplanner to provide essential day-to-day support to Financial Planners and play a key role in delivering outstanding client service.

Unlike many paraplanning positions, this role offers greater client interaction, including opportunities to attend selected client meetings. You’ll be responsible for carrying out detailed research and producing accurate, high-quality technical documentation to support client recommendations.

Salary: £50,000 – £60,000 (depending on qualifications and experience)

Key Responsibilities:

• Support Financial Planners throughout the client journey
• Conduct technical research to support financial planning recommendations
• Prepare clear, compliant and well-structured reports
• Contribute to delivering a consistent and high-quality client experience
• Assist with ongoing service processes and client engagement activities

Benefits & Rewards

You’ll receive a comprehensive benefits package typically associated with a high-quality financial planning practice, including:

• Pension scheme membership
• Private medical insurance
• Death in service cover
• Income protection
• Support for professional development and further qualifications

Location & Working Environment

Based in the centre of Lewes, East Sussex, the office has been thoughtfully designed to promote flexibility, wellbeing, and productivity. Employees are encouraged to make use of different workspaces depending on their tasks, creating a dynamic and engaging working environment.

Additional location benefits include:

• On-street parking available within a short walk
• Train station just 5 minutes away with direct links to Brighton, Eastbourne, and Haywards Heath
• Surrounded by a variety of independent shops, cafés, and local amenities

Why Apply?

This role offers the chance to join a progressive and professional financial planning firm where employee satisfaction and development are genuinely valued.

What makes this opportunity stand out:

• A supportive and collaborative team culture
• Flexibility around working hours to support work/life balance
• Ongoing support for learning and professional growth
• Modern, newly refurbished office space
• A business with ambitious growth plans and a strong team ethos

If you’re a motivated Paraplanner looking to join a firm that values teamwork, professional development, and delivering outstanding client service, this could be the perfect next step in your career.