Full job descriptionParaplanner – Horsham
The Opportunity
I am working with a well-established and highly regarded financial planning practice in Horsham that is looking to add an experienced Paraplanner to its team. This role offers an excellent opportunity to join a supportive environment where you can develop your skills and progress your career.
Role Responsibilities:
*Provide technical support to Financial Advisers.
*Conduct in-depth research across pensions, investments, and protection.
*Draft and prepare suitability reports and client documentation.
*Assist in creating bespoke financial strategies for clients.
*Maintain strong knowledge of current financial products and legislation.
*Liaise with providers and clients to obtain accurate information.
Candidate Profile:
*Minimum of 2 years’ Paraplanning experience.
*Diploma qualified (DipPFS) or working towards chartered status.
*Strong technical knowledge of pensions, investments, and protection products.
*Excellent analytical, communication, and report-writing skills.
*Organised, detail-oriented, and client-focused.
What’s on Offer:
*Competitive salary (£40,000 – £45,000 depending on experience).
*Hybrid working flexibility (office based in Horsham).
*Exam support and career development opportunities.
*Attractive benefits package.
This is a fantastic chance for an ambitious Paraplanner to join a respected firm where your expertise will be valued and your career supported.