Paraplanner

First Recruitment Services; Horsham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency based in Horsham is seeking a Paraplanner to partner with advisors in developing tailored financial strategies. The ideal candidate will have experience in financial advisory, excellent analytical skills, and the ability to communicate effectively. This role offers a competitive salary and various benefits including a pension and discretionary bonus.

Benefits

Death in Service

Income Protection

Discretionary bonus

Pension plan

Qualifications

• Experience in financial advisory or wealth management required.
• Strong analytical and communication skills essential.
• Ability to handle data with precision.

Responsibilities

• Partner with advisors for financial strategies.
• Gather client financial details for analysis.
• Research financial products to support recommendations.
• Ensure compliance with regulatory guidelines.
• Maintain client profiles in CRM systems.

Skills

Experience working in financial advisory

Familiarity with financial products

Analytical thinking

Excellent communication skills

Ability to manage multiple priorities

Job description

Overview

Position: Paraplanner • Salary: £40,000+ • Location: Horsham • Hours: Monday – Friday, 9am – 5pm Onsite • Benefits: holiday, Pension, Death in service, income protection, bonus

Responsibilities

• Partner with advisors to develop comprehensive financial strategies and investment summaries.
• Gather and interpret client financial details including earnings, expenditures, assets, debts, insurance policies, and investment portfolios.
• Build financial forecasts, retirement planning models, and protection assessments using tools such as Voyant.
• Research financial products and investment options to support advisor recommendations.
• Ensure all advice and documentation align with regulatory guidelines and internal compliance standards.
• Keep client profiles and planning data current within CRM and financial software systems.
• Assist with administrative tasks to ensure smooth advisor operations.

Skills & Experience

• Experience working in financial advisory or wealth management environments.
• Familiarity with a broad spectrum of financial products and services.
• Ability to map out the client advice process confidently.
• Strong analytical thinking and precision in handling data.
• Excellent communication skills, both written and spoken.
• Capable of managing multiple priorities and deadlines effectively.

Benefits

• Death in Service.
• Income Protection cover.
• Discretionary bonus.
• Pension plan.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy.