Paraplanner - Horsham
Location: Horsham, West Sussex
Salary: £40,000 - £45,000 (DOE) benefits
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.
Salary range
- £40,000 - £45,000