Paraplanner

Paraplanner – Horsham

Location: Horsham, West Sussex

Salary: £40,000 – £45,000 (DOE) benefits

The Opportunity

I am working with a well-established and highly regarded financial planning practice in Horsham that is looking to add an experienced Paraplanner to its team. This role offers an excellent opportunity to join a supportive environment where you can develop your skills and progress your career.

Role Responsibilities:

• Provide technical support to Financial Advisers.
• Conduct in-depth research across pensions, investments, and protection.
• Draft and prepare suitability reports and client documentation.
• Assist in creating bespoke financial strategies for clients.
• Maintain strong knowledge of current financial products and legislation.
• Liaise with providers and clients to obtain accurate information.

Candidate Profile:

• Minimum of 2 years’ Paraplanning experience.
• Diploma qualified (DipPFS) or working towards chartered status.
• Strong technical knowledge of pensions, investments, and protection products.
• Excellent analytical, communication, and report-writing skills.
• Organised, detail-oriented, and client-focused.

What’s on Offer:

• Competitive salary (£40,000 – £45,000 depending on experience).
• Hybrid working flexibility (office based in Horsham).
• Exam support and career development opportunities.
• Attractive benefits package.

This is a fantastic chance for an ambitious Paraplanner to join a respected firm where your expertise will be valued and your career supported.