Paraplanner in Horsham

Paraplanner

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.

Key Responsibilities

• Collaborate with financial advisors to prepare detailed financial plans and investment reports.
• Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
• Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant)
• Conduct product and fund research to support investment recommendations.
• Ensure that all planning recommendations are compliant with regulatory and internal standards.
• Maintain accurate and up-to-date client records in CRM and planning systems.
• Provide general administrative support to advisors as needed.

Qualifications

• Previous experience in a financial planning or wealth management firm
• Knowledge & experience of wide range of financial services products
• Confidence in determining the advice journey.
• Strong analytical skills with attention to detail
• Excellent written and verbal communication skills
• Ability to prioritise tasks and manage time effectively.

Benefits

• Competitive salary and bonus potential
• Death in Service and Income Protection
• Pension scheme
• 23 days holiday increasing to 25 days