THE OPPORTUNITY A rapidly growing, independently owned IFA firm in Horsham is recruiting an experienced Financial Paraplanner to join their busy, close-knit team.
Ensure all your application information is up to date and in order before applying for this opportunity.
This is a newly created position driven by business growth the firm currently outsources a significant volume of paraplanning reports and needs dedicated in-house resource to manage that workload.
With five financial advisers generating consistent client activity, a pipeline of practice acquisitions, and a director who actively invests in the team's professional development, this is an excellent opportunity for an experienced paraplanner who is ready to hit the ground running and grow with an ambitious firm.
THE ROLE You will work directly with a team of five advisers, taking ownership of the paraplanning process end-to-end.
Your core responsibilities will include: Preparing detailed suitability letters and reports for pension transfers, investments, trusts, and bonds Collaborating with financial advisers to gather and analyse client data income, assets, liabilities, insurance, and investment holdings Creating retirement projections, cash flow models, and fund analyses using planning tools such as Voyant Conducting product and fund research to support investment and pension recommendations Developing financial plans aligned to the client's risk profile and long-term objectives Ensuring all recommendations comply with FCA regulatory standards and internal compliance requirements Maintaining accurate and up-to-date client records within the CRM and planning systems (currently Xplan, transitioning to 360/Lifecycle) Providing general support to advisers where required, including pre- and post-meeting preparation WHAT WE'RE LOOKING FOR This is not an entry-level position.
The firm needs someone who can step in, understand the advice journey confidently, and produce high-quality, compliant reports without significant hand-holding.
That said, personality and cultural fit are equally important this is a close-knit office and they hire for attitude as much as technical ability.