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For Companies At a Glance
- Tasks: Support a team of advisers by preparing detailed financial plans and conducting technical analysis.
- Company: Forward-thinking financial services firm with a strong reputation in Horsham.
- Benefits: Competitive salary, bonus potential, pension scheme, and 23 days holiday.
- Why this job: Join a collaborative team and develop your skills towards an advisory role.
- Qualifications: Experience in financial planning and strong analytical skills required.
- Other info: Enjoy a supportive environment with clear progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Job Title: Financial Paraplanner
Hours: Monday-Friday, 9 am-5 pm
Location: Horsham (Office-based)
Job Type: Full Time
About Our Client
Our client is a well-established, forward-thinking financial services firm based in Horsham. With a strong reputation for providing high-quality financial planning, they place collaboration, support, and career development at the heart of what they do. As a Paraplanner, you will play a key role in supporting a team of 5 advisers, 2 of which work solely on protection. The role involves working closely with fellow paraplanners, and benefitting from full IFA administrative support. This structure allows you to focus on what you do best-technical analysis and planning-while also giving you the chance to develop your skills and progress towards an advisory role in the future.
The Role
You will be responsible for providing high-quality technical support to a team of five advisers, two of whom work exclusively on protection advice, ensuring financial plans are both accurate and client-focused. Your responsibilities will include:
- Working collaboratively with advisers to prepare detailed financial plans and reports.
- Collecting and analysing client data (income, expenditure, assets, liabilities, insurance, investments).
- Producing retirement projections, cash-flow models, and insurance assessments using financial planning software (e.g., Voyant).
- Undertaking product and fund research to support recommendations.
- Ensuring all work is fully compliant with regulatory and internal requirements.
- Maintaining accurate client records in CRM and planning systems.
- Supporting advisers with ad-hoc administrative tasks where required.
About You
The ideal candidate will have experience as a paraplanner and would be someone who enjoys working as part of a team, with access to strong support and opportunities for progression. You will have:
- Previous experience in a financial planning or wealth management environment.
- Broad knowledge of financial services products.
- Confidence in contributing to the advice process.
- Excellent analytical skills and strong attention to detail.
- Clear written and verbal communication skills.
- Strong organisational and time-management abilities.
- Industry recognised qualifications are desirable but not essential
What\\\’s on Offer
In return, our client provides a supportive and rewarding environment with:
- Competitive salary with bonus potential.
- Pension scheme.
- Death in Service and Income Protection.
- 23 days holiday (increasing to 25).
- Full IFA administrative support to free up your time for paraplanning.
- A collaborative team of paraplanners and advisers to share knowledge and best practice.
- Clear progression opportunities, including support to develop into an advisory role.
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Financial Paraplanner employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Paraplanner role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience and how it relates to the job. Bring examples of your technical analysis and planning work to the table – it’ll make you stand out!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Financial Paraplanner position!
We think you need these skills to ace Financial Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Paraplanner role. Highlight your experience in financial planning and any relevant skills that match the job description. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our collaborative environment. Let us know what excites you about this opportunity!
Showcase Your Analytical Skills: Since the role involves technical analysis and planning, be sure to showcase your analytical skills in your application. Mention specific tools or software you've used, like Voyant, and how you've applied them in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with the products and services relevant to the role, especially those related to protection advice. Being able to discuss these confidently will show that you're ready to support the advisers effectively.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities during the interview. You might be asked to solve a hypothetical case or analyse a financial scenario. Practising how to present your thought process clearly will help you stand out as a candidate who can provide high-quality technical support.
✨Emphasise Team Collaboration
Since this role involves working closely with a team of advisers and other paraplanners, highlight your experience in collaborative environments. Share examples of how you've successfully worked in teams before, and how you can contribute to a supportive atmosphere.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, the team dynamics, and opportunities for progression. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Plus, it demonstrates your proactive approach to your career development.
