Financial Planning Professional

7 days ago


Horsham, West Sussex, United Kingdom Blakemore Recruitment Full time
Paraplanner Opportunity in Horsham

We are seeking an experienced Paraplanner to support two Financial Planners in a Financial Planning practice based in Horsham. The ideal candidate will have a strong analytical background and excellent communication skills.

Key Responsibilities:
  • Analyse client information and existing investments/policies to provide high-quality financial planning reports.
  • Write suitability reports for cases of varying complexity, ensuring accuracy and attention to detail.
  • Handle urgent client queries in the absence of the adviser, providing exceptional customer service.
  • Stay up-to-date with industry regulations and compliance requirements, ensuring the practice remains compliant.
  • Perform tax calculations and create cash flow models and projections to support financial planning using Voyant.
  • Work collaboratively with the team to achieve common goals and deliver exceptional client service.
  • Upload cases to XPLAN for pre-approval, ensuring seamless workflow.
Requirements:
  • Previous experience in a financial planning or wealth management firm, with a strong understanding of financial services products.
  • Confidence in determining the advice journey, with excellent analytical and problem-solving skills.
  • Strong written and verbal communication skills, with the ability to prioritize tasks and manage time effectively.


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