Horsham
Job description: Job Title: Paraplanner Industry: Financial Services Location: Horsham Salary: up to £45,000 Ref: 9894 We are seeking a detail-oriented and analytical Financial Paraplanner to support a team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals. Key Responsibilities: • Collaborate with financial advisors to prepare detailed financial plans and investment reports., • Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings., • Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant), • Conduct product and fund research to support investment recommendations., • Ensure that all planning recommendations are compliant with regulatory and internal standards., • Maintain accurate and up-to-date client records in CRM and planning systems., • Provide general administrative support to advisors as needed. Qualifications: . Diploma Level 4 Cii (preferred) · Previous experience in a financial planning or wealth management firm · Knowledge & experience of wide range of financial services products · Confidence in determining the advice journey. · Strong analytical skills with attention to detail · Excellent written and verbal communication skills · Ability to prioritise tasks and manage time effectively. Benefits: • Competitive salary and bonus potential, • Death in Service and Income Protection, • Pension scheme, • 23 days holiday increasing to 25 days As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm in Horsham.