Paraplanner

Adecco; Horsham; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services employer in Horsham is seeking a dedicated Financial Paraplanner to join their team. This role involves collaborating with advisers, preparing financial plans, and ensuring compliance with standards. Candidates should possess strong analytical skills and prior experience in financial planning. The position offers a competitive salary and various benefits including a pension scheme and generous holiday allowance.

Benefits

Competitive salary with bonus potential

Death in Service and Income Protection

Pension scheme

Generous holiday allowance starting at 23 days

Qualifications

• Previous experience in a financial planning or wealth management firm.
• Knowledge of financial services products.
• Confidence in determining the advice journey for clients.

Responsibilities

• Prepare detailed financial plans and investment reports with advisers.
• Collect and analyze client financial data.
• Utilize financial planning software to create projections.

Skills

Analytical skills

Attention to detail

Written communication

Verbal communication

Time management

Tools

Voyant

Job description

Overview

Join Our Clients Team as a Financial Paraplanner!

Are you passionate about helping clients achieve their financial goals? Do you thrive in a detail-oriented environment and enjoy working collaboratively? If so, we have the perfect opportunity for you!

Position: Financial Paraplanner
Location: Horsham (Just a 12-minute walk from Horsham train station)
Contract Type: Permanent
Hours: 9 AM - 5 PM
Job Type: Full Time

About the Role

As a Financial Paraplanner, you will play a crucial role in our clients dedicated team of five advisers, providing exceptional client service and comprehensive financial planning. Your analytical mindset and attention to detail will be essential in gathering client information, analysing financial data, and developing tailored recommendations.

Responsibilities

• Collaborate closely with financial advisers to prepare detailed financial plans and investment reports.
• Collect and analyse client data, including income, expenses, assets, liabilities, insurance, and investment holdings.
• Utilise financial planning software (e.g., Voyant) to create retirement projections, cash flow models, and insurance analyses.
• Conduct thorough product and fund research to support informed investment recommendations.
• Ensure compliance with regulatory and internal standards for all planning recommendations.
• Maintain accurate and up-to-date client records in our CRM and planning systems.
• Provide general administrative support to advisers as needed.

What We're Looking For / Qualifications

• Previous experience in a financial planning or wealth management firm.
• Knowledge and experience with a wide range of financial services products.
• Confidence in determining the advice journey for clients.
• Strong analytical skills and a keen attention to detail.
• Excellent written and verbal communication abilities.
• Ability to prioritise tasks and manage time effectively.

Why Join Us?

We believe in rewarding our team members for their hard work! Here are just a few of the benefits you can expect:

• Competitive salary with bonus potential.
• Death in Service and Income Protection.
• Pension scheme to help secure your future.
• Generous holiday allowance starting at 23 days, increasing to 25 days!

Ready to Take the Next Step?

If you're excited about making a difference and helping clients navigate their financial futures, we want to hear from you! Join us in our Horsham office and be part of a supportive team that values your expertise and contributions.

Apply now and let's build a brighter financial future together!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website