Position : Paraplanner (hybrid position) Location : Horsham, West Sussex (2 days per week working from home) Salary/package : Up to £50,000 Bonus 25 days annual leave Pension Study Support Free Parking YOUR NEW COMPANY Our client is an award-winning, boutique IFA firm based in Horsham, West Sussex. Over the past 25 years, the company's grown to become one of the region's most respected Independent Financial Advisory businesses. The firm prides itself in putting the client's interests first whilst ensuring a thriving working environment for its employees. THE ROLE Reporting to the Managing Director, the Paraplanner's job duties will include: Completing research for the preparation of meetings, Financial Plans, Annual Reviews, Reports, and letters. Preparing financial planning presentations. Preparing Wealth Preservation Framework presentations. Preparing Financial Plans, Annual Review Reports, and letters for financial planning. Reviewing instruction forms and legal documents for financial planning (including Wills, Trusts, and Lasting Powers of Attorney). Preparing Financial Plans, Annual Review Reports, and letters for Wealth Preservation Frameworks. Reviewing instruction forms and legal documents for Wealth Preservation Frameworks REQUIREMENTS Candidates interested in the Paraplanner vacancy will require the following: Level 4 qualified OR part-qualified Whole-of-market experience 2 years experience as a Paraplanner Experience using platforms preferred Experience using Curo a bonus Lives a commutable distance from Horsham, West Sussex REMUNERATION / PACKAGE The package for the Paraplanner vacancy is as follows: Up to £50,000 Bonus 25 days annual leave Pension Study Support Free Parking 2 days per week WFH Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.