Horsham
Paraplanner
Location: West Sussex
Work type: Hybrid (3 days in office, 2 days working from home)
Salary: Up to £50,000 DOE
Benefits: Full exam funding & support, salary increases with new qualifications
About the Role:
We’re seeking an experienced Paraplanner to join our Horsham office. This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial planning process for a growing client base. You’ll be a trusted technical resource, ensuring the delivery of accurate, compliant, and high-quality advice.
What We Offer:
- Competitive salary up to £50,000 (DOE)
- Full funding and support for further qualifications
- Salary increases to reflect new qualifications
- Opportunities for progression within a respected and expanding firm
- A collaborative and professional team environment
Key Responsibilities:
- Prepare detailed financial plans, suitability reports, and recommendations
- Conduct in-depth research on investments, pensions, tax planning, and protection products
- Use advanced financial planning software to model complex scenarios
- Liaise with advisers to develop tailored strategies for clients
- Ensure compliance with FCA regulations and internal policies
- Maintain accurate and up-to-date client records
- Mentor and support junior team members where required
What We’re Looking For:
- CII Level 4 Diploma ; Chartered status desirable
- 5+ years experience Paraplanning
- Strong technical knowledge of financial planning, tax, pensions, and investments
- Excellent analytical and problem-solving skills
- Ability to manage complex cases and work independently
- High attention to detail and strong organisational skills
- Proficiency in financial planning software and Microsoft Office
- Clear and confident communication skills
Why Join Us?
We’re committed to your professional growth and will fully support further qualifications. As you progress, your salary will reflect your achievements. This is an opportunity to join a forward-thinking firm where your expertise will make a real impact.