Paraplanner

Blakemore Recruitment; Horsham; Hybrid; GBP 45,000 - 50,000; Full time

Job summary

A leading financial services provider in Horsham is seeking a Paraplanner to support financial advisers in delivering exceptional client service. The role involves conducting detailed financial analysis, organising client financial data, and utilizing planning software. Ideal candidates are working towards the CII Level 4 Diploma and have a strong understanding of investments, taxes, and regulations. This position offers a competitive salary, comprehensive benefits, and a collaborative, hybrid working culture.

Benefits

Competitive salary

Comprehensive benefits package

Full support with qualifications

Clear progression opportunities

Supportive, collaborative team culture

Qualifications

• 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.

Responsibilities

• Conduct detailed financial analysis to support adviser recommendations.
• Gather, organise and assess client financial information.
• Use financial planning software to build projections.

Skills

Understanding of pensions, investments, personal tax, protection and estate planning

Ability to perform basic tax calculations

Organizational skills

Strong written and verbal communication skills

Proficiency in Microsoft Word, Excel, Outlook

Education

CII Level 4 Diploma in Regulated Financial Planning

Minimum 5 GCSEs including Maths and English

Tools

Genovo

Intelliflo

Job description

Paraplanner - Horsham

Salary: £45,000–£50,000

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

Overview

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.

The Role

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.

Key Responsibilities

• 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.

About You

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

Qualifications

• 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.

Skills & Experience

• 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.

Personal Qualities

• 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.

What’s on Offer

• 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