Financial Paraplanner in Horsham

Horsham, United Kingdom | Posted on 08/20/2026

Hours

Monday to Friday, 9:00am – 5:00pm

Employment Type

Full Time

Salary

£50,000 per annum

The Opportunity

We are looking for an experienced and motivated

Financial Paraplanner to join our growing team in Horsham.

Working alongside a team of five Financial Advisers, you will provide valuable technical and planning support across a varied client base.

You will be involved throughout the advice process, from gathering and reviewing client information through to preparing recommendations and ensuring cases are completed to a high standard.

The successful candidate will be someone who enjoys working in a busy environment, has excellent attention to detail and is comfortable working across a wide range of financial planning matters.

• What You’ll Be Doing
• Supporting our Financial Advisers with the preparation of client recommendations, financial plans and supporting documentation.
• Reviewing and interpreting client information, including their income, expenditure, investments, pensions, assets, liabilities and protection arrangements.
• Preparing suitability reports and correspondence relating to areas such as pensions, investments, trusts and bonds.
• Producing detailed cash-flow forecasts and retirement planning scenarios using financial planning software such as
• Voyant
• Researching investment funds, financial products and providers to assist advisers in formulating suitable recommendations.
• Helping to assess the most appropriate route for each client case and ensuring the required information is obtained.
• Checking that recommendations and supporting documentation meet regulatory requirements and the firm's internal procedures.
• Keeping client information and records accurate and fully up to date across our CRM and financial planning systems.
• Working closely with advisers and colleagues to ensure cases move through the advice process efficiently.
• Providing additional technical and administrative assistance to the advisory team when required.
• What We’re Looking For
• Ideally, you will have previous experience within an
• IFA, financial planning or wealth management environment

, together with a good understanding of a broad range of financial products and planning solutions.

You will also have

• Strong analytical and problem-solving abilities.
• Excellent attention to detail and accuracy.
• The ability to understand client circumstances and identify the appropriate advice process.
• Strong written and verbal communication skills.
• Good organisation and time-management skills, with the ability to handle competing priorities.
• A proactive and positive approach to your work.
• The confidence to work independently while being a supportive member of a close-knit team.
• A genuine interest in delivering a high standard of service to both advisers and clients.
• What We Can Offer
• Company pension scheme.
• 23 days' holiday

, increasing to 25 days with length of service.

• A friendly and professional office environment.
• The opportunity to work closely with an experienced team of advisers.
• A varied role with the chance to broaden and develop your financial planning knowledge and experience.
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