Paraplanner

Paraplanner – 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.