Join Our Clients Team as a Financial Paraplanner! Are you passionate about helping clients achieve their financial goals? Do you thrive in a detail-oriented environment and enjoy working collaboratively? If so, we have the perfect opportunity for you! Position: Financial Paraplanner Location: Horsham (Just a 12-minute walk from Horsham train station) Contract Type: Permanent Hours: 9 AM - 5 PM Job Type: Full Time About the Role: As a Financial Paraplanner, you will play a crucial role in our clients dedicated team of five advisers, providing exceptional client service and comprehensive financial planning. Your analytical mindset and attention to detail will be essential in gathering client information, analysing financial data, and developing tailored recommendations. Key Responsibilities: Collaborate closely with financial advisers to prepare detailed financial plans and investment reports. Collect and analyse client data, including income, expenses, assets, liabilities, insurance, and investment holdings. utilise financial planning software (e.g., Voyant) to create retirement projections, cash flow models, and insurance analyses. Conduct thorough product and fund research to support informed investment recommendations. Ensure compliance with regulatory and internal standards for all planning recommendations. Maintain accurate and up-to-date client records in our CRM and planning systems. Provide general administrativ...