Paraplanner
Up to £50,000 + Bonus
Horsham Office-based with 1 day from home - 9am – 5pm
Looking for a Paraplanning role where you can take real ownership and work closely with advisers in a fast-paced, successful business?
This is a great opportunity to join a well-established financial services firm with a strong reputation and a growing client base.
You’ll be part of a busy, high-performing team where quality advice and excellent client service are at the heart of everything they do.
Client Overview
This firm has a well-developed wealth division alongside mortgage and protection teams, giving you exposure to a broad range of financial planning areas.
They support a varied client bank, including high net worth individuals, and operate in a fast-paced environment driven by strong business levels and ongoing referrals.
The team is close-knit and social, with around 20 people in the office. They balance a busy working environment with regular team events and a genuinely supportive culture.
Role Details
You’ll work closely with five advisers, alongside two other paraplanners, and benefit from full administrative support from a dedicated team. This structure allows you to focus on delivering high-quality technical work.
*Preparing detailed suitability reports across pensions, investments, trusts and bonds
*Gathering and analysing client information including income, assets and liabilities
*Producing cashflow models and retirement projections using tools such as Voyant
*Conducting product and fund research to support recommendations
*Collaborating with advisers to develop tailored financial plans
*Maintaining accurate client records and ensuring compliance standards are met
*Supporting advisers with the end-to-end advice process
This is a hands-on role where you’ll be trusted to manage your workload and contribute meaningfully to client outcomes.
What They’re Looking For
*Experience within a financial planning or wealth management environment
*Good knowledge across a range of financial services products
*Strong report writing and analytical skills
*High attention to detail and ability to manage multiple tasks
*Confident communicator who works well within a team
*Someone who enjoys a busy environment and taking ownership
Salary & Benefits
*Up to £50,000 salary depending on experience
*Bonus potential
*Company pension scheme
*23 days holiday plus bank holidays, increasing to 25 days
*Death in service benefit
*Free parking
*Option to compress hours and finish at 3pm on a Friday
*Option to work from home 1 day per week
Progression & Development
There is full support available for professional development, including funding and support towards the Diploma in Financial Planning.
For those with longer-term ambitions, there is also a clear pathway into an adviser role, with full support provided if this is a direction you want to pursue.
If you’re a Paraplanner who enjoys working in a fast-paced, collaborative environment and wants to play a key role in delivering high-quality financial planning, this is a fantastic opportunity to explore.