Overview
Base pay range
Job Title: Paraplanner
Location: Horsham
Salary: up to £45,000
Ref: 9894
We are seeking a detail-oriented and analytical Financial Paraplanner to support a team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.
Responsibilities
* Collaborate with financial advisors to prepare detailed financial plans and investment reports.
* Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.
* Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant).
* Conduct product and fund research to support investment recommendations.
* Ensure that all planning recommendations are compliant with regulatory and internal standards.
* Maintain accurate and up-to-date client records in CRM and planning systems.
* Provide general administrative support to advisors as needed.
Qualifications
* Previous experience in a financial planning or wealth management firm
* Knowledge & experience of wide range of financial services products
* Confidence in determining the advice journey.
* Strong analytical skills with attention to detail
* Excellent written and verbal communication skills
* Ability to prioritise tasks and manage time effectively.
Benefits
* Competitive salary and bonus potential
* Death in Service and Income Protection
* 23 days holiday increasing to 25 days
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Administrative
As specialists in financial services recruitment, we bring unique expertise, insight and connections. We have a reach of more than 100,000 financial services connections. Recruit UK is pleased to be working with a well established Financial Advice firm in Horsham.
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