Paraplanner

Overview

Position: Paraplanner •
Salary: £40,000+ •
Location: Horsham •
Hours: Monday – Friday, 9am – 5pm Onsite •
Benefits: holiday, Pension, Death in service, income protection, bonus

• Partner with advisors to develop comprehensive financial strategies and investment summaries.
• Gather and interpret client financial details including earnings, expenditures, assets, debts, insurance policies, and investment portfolios.
• Build financial forecasts, retirement planning models, and protection assessments using tools such as Voyant.
• Research financial products and investment options to support advisor recommendations.
• Ensure all advice and documentation align with regulatory guidelines and internal compliance standards.
• Keep client profiles and planning data current within CRM and financial software systems.
• Assist with administrative tasks to ensure smooth advisor operations.

• Experience working in financial advisory or wealth management environments.
• Familiarity with a broad spectrum of financial products and services.
• Ability to map out the client advice process confidently.
• Strong analytical thinking and precision in handling data.
• Excellent communication skills, both written and spoken.
• Capable of managing multiple priorities and deadlines effectively.

• Death in Service.
• Income Protection cover.
• Discretionary bonus.
• Pension plan.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.