Financial Paraplanner

Jobs Surrey Limited; Horsham; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Company pension scheme

23 days' holiday

Friendly and professional office

Job summary

Jobs Surrey Limited in Horsham is seeking an experienced Financial Paraplanner to join our team. You'll support five Financial Advisers across client planning, gathering information, and preparing recommendations.

You will prepare suitability reports, cash-flow forecasts using Voyant, review client data, and ensure compliance with regulations. A busy, detail‑oriented environment ideal for proactive professionals.

Qualifications

• Experience in an IFA, financial planning or wealth management environment.
• Strong analytical and problem‑solving abilities.
• Excellent attention to detail and accuracy.

Responsibilities

• Support Advisers with client recommendations, financial plans and documentation.
• Review and interpret client information across income, investments, pensions and protections.
• Prepare suitability reports for pensions, investments, trusts and bonds.
• Produce cash-flow forecasts and retirement planning scenarios using Voyant.
• Research funds and products to assist advisers in forming recommendations.
• Ensure information is obtained and compliant with regulations and procedures.
• Maintain accurate client records across CRM and planning systems.
• Collaborate with advisers to move cases efficiently through the process.
• Provide additional technical and administrative support to the advisory team.

Skills

Analytical thinking

Attention to detail

Organization & time management

Communication skills

Independent worker

Team collaboration

Proactive mindset

Tools

Voyant

CRM systems

Financial planning software

Job description

Horsham, United Kingdom | Posted on 08/20/2026

Hours: Monday to Friday, 9:00am – 5:00pm

Employment Type: Full Time

Salary: £50,000 per annum

The Opportunity

We are looking for an experienced and motivated Financial Paraplanner to join our growing team in Horsham.

Working alongside a team of five Financial Advisers, you will provide valuable technical and planning support across a varied client base. You will be involved throughout the advice process, from gathering and reviewing client information through to preparing recommendations and ensuring cases are completed to a high standard.

The successful candidate will be someone who enjoys working in a busy environment, has excellent attention to detail and is comfortable working across a wide range of financial planning matters.

What You’ll Be Doing

• Supporting our Financial Advisers with the preparation of client recommendations, financial plans and supporting documentation.
  
• Reviewing and interpreting client information, including their income, expenditure, investments, pensions, assets, liabilities and protection arrangements.
  
• Preparing suitability reports and correspondence relating to areas such as pensions, investments, trusts and bonds.
  
• Producing detailed cash-flow forecasts and retirement planning scenarios using financial planning software such as Voyant .
  
• Researching investment funds, financial products and providers to assist advisers in formulating suitable recommendations.
  
• Helping to assess the most appropriate route for each client case and ensuring the required information is obtained.
  
• Checking that recommendations and supporting documentation meet regulatory requirements and the firm's internal procedures.
  
• Keeping client information and records accurate and fully up to date across our CRM and financial planning systems.
  
• Working closely with advisers and colleagues to ensure cases move through the advice process efficiently.
  
• Providing additional technical and administrative assistance to the advisory team when required.
  

What We’re Looking For

Ideally, you will have previous experience within an IFA, financial planning or wealth management environment , together with a good understanding of a broad range of financial products and planning solutions.

You will also have:

• Strong analytical and problem-solving abilities.
  
• Excellent attention to detail and accuracy.
  
• The ability to understand client circumstances and identify the appropriate advice process.
  
• Strong written and verbal communication skills.
  
• Good organisation and time-management skills, with the ability to handle competing priorities.
  
• A proactive and positive approach to your work.
  
• The confidence to work independently while being a supportive member of a close-knit team.
  
• A genuine interest in delivering a high standard of service to both advisers and clients.
  

What We Can Offer

• Company pension scheme.
  
• 23 days' holiday , increasing to 25 days with length of service.
  
• A friendly and professional office environment.
  
• The opportunity to work closely with an experienced team of advisers.
  
• A varied role with the chance to broaden and develop your financial planning knowledge and experience.