Paraplanner

Up to £50,000 + Bonus

Horsham Office-based with 1 day from home - 9am – 5pm

Looking for a Paraplanning role where you can take real ownership and work closely with advisers in a fast-paced, successful business?

This is a great opportunity to join a well-established financial services firm with a strong reputation and a growing client base.

You’ll be part of a busy, high-performing team where quality advice and excellent client service are at the heart of everything they do.

Client Overview

This firm has a well-developed wealth division alongside mortgage and protection teams, giving you exposure to a broad range of financial planning areas.

They support a varied client bank, including high net worth individuals, and operate in a fast-paced environment driven by strong business levels and ongoing referrals.

The team is close-knit and social, with around 20 people in the office. They balance a busy working environment with regular team events and a genuinely supportive culture.

Role Details

You’ll work closely with five advisers, alongside two other paraplanners, and benefit from full administrative support from a dedicated team. This structure allows you to focus on delivering high-quality technical work.

• Preparing detailed suitability reports across pensions, investments, trusts and bonds
• Gathering and analysing client information including income, assets and liabilities
• Producing cashflow models and retirement projections using tools such as Voyant
• Conducting product and fund research to support recommendations
• Collaborating with advisers to develop tailored financial plans
• Maintaining accurate client records and ensuring compliance standards are met
• Supporting advisers with the end-to-end advice process

This is a hands-on role where you’ll be trusted to manage your workload and contribute meaningfully to client outcomes.

What They’re Looking For

• Experience within a financial planning or wealth management environment
• Good knowledge across a range of financial services products
• Strong report writing and analytical skills
• High attention to detail and ability to manage multiple tasks
• Confident communicator who works well within a team
• Someone who enjoys a busy environment and taking ownership

Salary & Benefits

• Up to £50,000 salary depending on experience
• Bonus potential
• Company pension scheme
• 23 days holiday plus bank holidays, increasing to 25 days
• Death in service benefit
• Free parking
• Option to compress hours and finish at 3pm on a Friday
• Option to work from home 1 day per week

Progression & Development

There is full support available for professional development, including funding and support towards the Diploma in Financial Planning.

For those with longer-term ambitions, there is also a clear pathway into an adviser role, with full support provided if this is a direction you want to pursue.

If you’re a Paraplanner who enjoys working in a fast-paced, collaborative environment and wants to play a key role in delivering high-quality financial planning, this is a fantastic opportunity to explore.