Paraplanner

£40000/annum

Full Time, Accounting/Financial/Insurance Vacancy In West Sussex

We’re looking for a meticulous and methodical Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial strategies. As a Paraplanner you’ll work closely with a group of five financial consultants, supporting them in crafting tailored financial solutions and maintaining strong client relationships.

Paraplanner 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

2025-10-06 08:56:41

Apply For This Accounting/Financial/Insurance Horsham Vacancy – Here 

Updated 22-10-2025 10:28

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