Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Industry: Financial Services

Location: Horsham

Salary: up to £45,000

We are seeking a detail-oriented and analytical Financial Paraplanner to support a team advisers in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.

Key Responsibilities:

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

Qualifications:

. Diploma Level 4 Cii (preferred)

· Previous experience in a financial planning or wealth management firm

· Knowledge & experience of wide range of financial services products

· Confidence in determining the advice journey.

· Strong analytical skills with attention to detail

· Excellent written and verbal communication skills

· Ability to prioritise tasks and manage time effectively.

Benefits:

• Competitive salary and bonus potential
• Death in Service and Income Protection
• Pension scheme
• 23 days holiday increasing to 25 days

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm based in Horsham on a Paraplanner role.