Paraplanner

Paraplanner – Horsham The Opportunity I am working with a well-established and highly regarded financial planning practice in Horsham that is looking to add an experienced Paraplanner to its team. This role offers an excellent opportunity to join a supportive environment where you can develop your skills and progress your career. Role Responsibilities: • Provide technical support to Financial Advisers. • Conduct in-depth research across pensions, investments, and protection. • Draft and prepare suitability reports and client documentation. • Assist in creating bespoke financial strategies for clients. • Maintain strong knowledge of current financial products and legislation. • Liaise with providers and clients to obtain accurate information. Candidate Profile: • Minimum of 2 years’ Paraplanning experience. • Diploma qualified (DipPFS) or working towards chartered status. • Strong technical knowledge of pensions, investments, and protection products. • Excellent analytical, communication, and report-writing skills. • Organised, detail-oriented, and client-focused. What’s on Offer: • Competitive salary (£40,000 – £45,000 depending on experience). • Hybrid working flexibility (office based in Horsham). • Exam support and career development opportunities. • Attractive benefits package. This is a fantastic chance for an ambitious Paraplanner to join a respected firm where your expertise will be valued and your career supported.