Join Our Team as a Paraplanner! Location: Horsham | Contract Type: Permanent Are you passionate about finance and dedicated to helping clients achieve their financial goals? We have an exciting opportunity for a talented and motivated Paraplanner to join our vibrant team in Horsham! Why Join Us? At our esteemed Financial Institution & Insurance company, we pride ourselves on creating a supportive and dynamic work environment where your contributions truly matter. We believe in fostering talent and providing our team with the tools they need to succeed. What You'll Do: As a Paraplanner, you will play a vital role in our advisory team, providing essential support to our financial advisors. Your responsibilities will include: Research & Analysis: Conduct in-depth financial research to support client needs. Report Preparation: Create comprehensive reports and recommendations for clients. Client Liaison: Communicate effectively with clients, ensuring their financial queries are addressed. Compliance Checks: Ensure all documentation meets regulatory standards and company policies. Collaboration: Work alongside financial advisors to develop tailored financial plans. What We're Looking For: Previous experience in a paraplanning role. Excellent analytical skills and attention to detail. Strong communication skills, both written and verbal. A proactive attitude and a team-oriented mindset. What We Offer: In addition ...