Paraplanner - Horsham

Artemis Recruitment Consultants

📍 Horsham, England, United Kingdom

Full-time Business Operations Specialists

Job Description

Paraplanner - Horsham
We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.

Key Responsibilities:
Collaborate with financial advisors to prepare detailed financial plans and investment reports.

Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.

Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant)

Conduct product and fund research to support investment recommendations.

Ensure that all planning recommendations are compliant with regulatory and inte...

Apply for this Position

Job Details

Location Horsham, England

Job Type Full-time

Category Business Operations Specialists

Posted July 21, 2026

Deadline August 30, 2026