Pension Paraplanner

2 weeks ago


Horsham West Sussex, United Kingdom Capio Recruitment Full time

Job Title: Senior Paraplanner

An independent financial planning firm located in the Horsham area, dedicated to building well established relationships with clients to empower them to achieve their financial goals. Join a close knit team who are committed to providing exceptional service in order to guide clients towards a fulfilling future.

We're seeking an experienced Paraplanner to join the team, playing a crucial role in delivering bespoke financial planning solutions for high-net-worth clients. Collaborate closely with financial planners and client service team to provide efficient paraplanner support.
• Independently research and produce clear, personalized letters, suitability reports, and financial plans.
• Analyse data to identify compliant solutions and make recommendations to help clients achieve their life goals.
• Ensure compliance with regulatory requirements and maintain accurate record-keeping.
• Maintain proficiency in relevant software and stay updated on industry knowledge.
• Ideally chartered or working towards chartered status with a minimum CII Level 4 Diploma in Financial Planning.
• Minimum 5 years of paraplanning experience with up-to-date knowledge of pensions, investments, and tax planning.
• Strong report writing and interpersonal skills.
• Commitment to ongoing professional development and team success.

Competitive salary with structured pay rises.
• Hybrid working
• Workplace pension
• Wellbeing benefits
• Support for professional development and exam success.
• 25 days holiday + bank holidays
• Discretionary bonus

If you are a dedicated professional with a passion for financial planning and administration, we encourage you to apply.


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