Paraplanner Work, Jobs in Horsham, Wsx (with Salaries)

Paraplanner
RGH‑Global Limited —Brighton
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Office
9d
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
10h
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Chartered Financial Planner
Benchmark Capital —Brighton
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Ongoing Advice Specialist
Eight Financial Advice —Speldhurst
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
6d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

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Senior Paraplanner
RGH‑Global Limited —Guildford
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year
Senior paraplanner
Laithwaite Financial Services —Woking
Must hold Level 6 Advanced Diploma. Research products and services to make suitable recommendations. Maintain relationships with product and service providers.
Up to £50,000 a year

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Paraplanner

RGH‑Global Limited
Brighton

Apply Now

Job details

Permanent | Full-time
£40,000 - £50,000 a year
9 days ago

Qualifications

Financial planning
Pension
Microsoft Office

Full job description

Salary £40,000-£50,000 DOE (Bonus available)

Location – Near Brighton, Hybrid working

This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.

About the Role

As a Paraplanner, you will work closely with financial advisers to deliver exceptional advisory support. Your day-to-day work will be varied, meaningful, and central to ensuring clients receive high-quality, well-researched, and compliant advice.

Key Responsibilities

Conduct in-depth research on products, funds, and financial solutions to support client recommendations (e.g. investments, pensions).
Prepare clear, accurate, and technically robust suitability reports and supporting documents.
Identify planning opportunities and areas to enhance client outcomes.
Complete cash flow forecasts, tax planning, and risk assessments.
Assist with compliance checks, pre-advice reviews, and project-based work.
Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
Collaborate with advisers, administrators, and other internal teams to deliver a seamless client experience.

You will excel in this role if you:

Enjoy working collaboratively with advisers and colleagues across the business.
Can manage multiple tasks and deadlines effectively.
Have strong writing skills and can produce clear, well-structured suitability reports.
Are confident communicating with clients where needed.
Are organised, proactive, and comfortable taking ownership of your workload.

Ideal Experience & Qualifications

At least 2 years paraplanning experience within a financial planning or wealth management environment.
Hold the Level 4 Diploma or equivalent
Strong knowledge of pensions, investments, cashflow modelling, protection planning, and inheritance tax considerations.
Confident using Microsoft Office and financial planning systems/software.

Apply Now

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paraplanner jobs in horsham, wsx

Paraplanner

Senior Paraplanner

Client Support Executive

Senior paraplanner

Chartered Financial Planner

Technical Administrator

Ongoing Advice Specialist

Financial Planner - Surrey

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