Paraplanner

Paraplanner - Horsham

Salary: £45,000–£50,000

Location:
Horsham (Hybrid Working Model 3 days in office 2 days WFH)

Are you a qualified or part-qualified Paraplanner looking to take the next step in your career? This is an exciting opportunity to join a well-established, fast-growing financial planning team where you’ll play a key role in supporting advisers and delivering an exceptional service to a growing client base.

You’ll enjoy a collaborative environment, strong team culture, and genuine opportunities for long-term progression. After an initial training period, you’ll benefit from a hybrid working model with a balance of remote, office and in-person interactions tailored to the needs of the role, the team and clients.

As a Paraplanner, you will provide technical support to financial advisers and help drive high-quality financial planning. This position suits someone analytical, detail-oriented, and proactive, with a passion for ongoing development.

• Conduct detailed financial analysis to support adviser recommendations.
• Gather, organise and assess client financial information (income, expenditure, assets, liabilities).
• Use financial planning software to model scenarios and build projections.
• Prepare and review investment proposals and client reports.
• Collaborate with advisers to develop tailored financial strategies.
• Carry out product research and remain up to date on market developments.
• Ensure adherence to FCA regulations and internal compliance processes.
• Maintain accurate and up-to-date client records.
• Support the wider team with additional tasks as required.

We are looking for someone who is confident, motivated and committed to professional growth.

• Working towards or holding the CII Level 4 Diploma in Regulated Financial Planning.
• Ambition to achieve Chartered status (fully supported).
• Minimum 5 GCSEs (grade A*–C / 9–4), including Maths and English.

• Strong understanding of pensions, investments, personal tax, protection and estate planning.
• Ability to perform basic tax calculations.
• Previous experience supporting financial advisers or working in a similar environment.
• Excellent organisational skills and ability to manage competing priorities.
• Strong written and verbal communication skills.
• Proficient with Microsoft Word, Excel and Outlook.
• Experience using financial planning/back-office systems (, Genovo, Intelliflo) is advantageous.

• High level of professional integrity and client focus.
• Strong analytical and problem-solving skills.
• Positive team player with strong interpersonal skills.
• Flexible, proactive and committed to continuous improvement.

• Competitive salary: £45,000–£50,000
• Comprehensive benefits package
• Full support with qualifications and professional development
• Clear progression opportunities
• Hybrid working arrangements
• Supportive, collaborative team culture