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Paraplanner - HorshamBlakemore Recruitment • Horsham, GB
Paraplanner - Horsham

Paraplanner - Horsham

Blakemore Recruitment • Horsham, GB
30+ days ago
Salary
£45,000.00 yearly
Job type
  • Full-time
Job description

Paraplanner - Horsham

Salary: £45,000–£50,000

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

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
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Paraplanner - Horsham • Horsham, GB

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