Paraplanner

Paraplanner – Leading Independent Financial Planning Firm Location: Horsham, Salary up to £54,000 and hybrid working. We're working with one of the South-East's largest and fastest-growing independent financial planning firms — managing well over £1bn of client assets with a team of 100+ — to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle. The firm: Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children's charities. With long-term investment backing and ambitious growth plans, it invests properly in its people — structured progression, and full support towards Chartered status. The role: • Producing suitability reports, annual review reports and portfolio reports via Intelligent Office • Conducting technical research, analysis and illustrations to support advice • Running cashflow analysis, risk profiling and investment analysis • Acting as the main point of contact between providers and advisers on transfers, new business and policy administration • Supporting HNW clients and attending client meetings alongside advisers • Liaising with compliance and ensuring fees and commissions are accurately maintained What we're looking for: • Experince Paraplanning • Level 4 Diploma qualified (CISI Level 4 / DipPP) • Experience with Intelligent Office desirable • Excellent report writing, research and analytical skills • A structured, process-driven approach with strong attention to detail • Confident client communicator, comfortable managing correspondence and building trusted relationships What's on offer: • Salary up to £54,000, depending on experience and qualifications. • Fully funded pathway to Diploma, Chartered, or Adviser roles. • Clearly mapped career framework with regular reviews and mentoring. • Hybrid working options 3 days in the office and 2 days from home • Supportive, team-oriented culture with access to complex client work. • Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.