Paraplanner

Paraplanner

Department

Client Services

Employment Type

Full Time

Location

Horsham

Reporting To

• Catherine Wilson
• Description
• We are looking for an experienced

Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.

You will work within a cross-functional \"Pod\" alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.

This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.

Key Responsibilities

• Case Ownership
• Prepare detailed, compliant suitability reports tailored to individual client needs.
• Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
• Manage complex workloads independently, prioritising tasks to meet deadlines.
• Adviser Collaboration
• Work closely with advisers to understand client goals and develop strategies.
• Proactively gather outstanding information and documentation.
• Contribute to technical discussions and best practice initiatives.
• Technical Expertise
• Research and analyse financial products, investments, pensions, and tax planning opportunities.
• Prepare technical illustrations, projections, and recommendations.
• Maintain up-to-date knowledge of legislation, FCA guidance, and market trends.
• Client Interaction
• Respond to client queries and clarify technical details post-meeting.
• Attend client meetings when required to support advisers and explain recommendations.
• Compliance & Quality
• Ensure all work meets FCA standards and internal compliance requirements.
• Review and sign off reports prepared by junior team members, providing feedback.
• Keep documentation audit-ready and support compliance process improvements.
• Process & Template Management
• Update templates and tools in line with regulatory or product changes.
• Suggest workflow improvements to enhance efficiency and consistency.
• Leadership & Development
• Mentor and coach junior paraplanners, providing technical guidance and training.
• Where applicable, manage team performance and development.
• Promote collaboration and continuous professional development within the team.
• Additional Responsibilities
• Work with compliance, operations, and investment teams to streamline advice processes.
• Support audits and maintain risk awareness.
• Champion effective use of financial planning software and data tools.

Skills, Knowledge and Expertise

• Proven paraplanning experience is essential
• Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it
• Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified
• Technical Expertise
• Strong knowledge of retail investments, pensions, savings, and protection products
• Solid understanding of suitability report requirements, structure, and regulatory expectations
• Experience producing suitability reports, completing cashflow modelling, and conducting technical research
• Communication and Collaboration
• Clear and effective written and verbal communication skills
• Confident dealing with stakeholders at all levels
• Collaborative approach, with the ability to build relationships across internal teams and external partners
• Systems and Tools
• Proficient in Microsoft Office
• Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform
• Personal Attributes
• Well organised, with strong attention to detail
• Able to manage workload and prioritise effectively
• Positive and adaptable, with a mindset open to change
• Aligned to company values and culture, with a focus on continuous improvement
• The base

You'll be based at our Winchester office, a key regional location in the South East that supports collaboration and strong client delivery.

The workspace is modern and well equipped, providing a professional setting that supports focus, efficiency, and teamwork.

We promote a balanced approach to work and value a culture where colleagues feel supported, connected, and able to perform at their best.

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