Paraplanner

Paraplanner - Leading Independent Financial Planning FirmLocation: Horsham, Salary up to £54,000 and hybrid working. We''re working with one of the South-East''s largest and fastest-growing independent financial planning firms - managing well over £1bn of client assets with a team of 100+ - to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle.The firm:Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children''s charities. With long-term investment backing and ambitious growth plans, it invests properly in its people - structured progression, and full support towards Chartered status.The role:Producing suitability reports, annual review reports and portfolio reports via Intelligent OfficeConducting technical research, analysis and illustrations to support adviceRunning cashflow analysis, risk profiling and investment analysisActing as the main point of contact between providers and advisers on transfers, new business and policy administrationSupporting HNW clients and attending client meetings alongside advisersLiaising with compliance and ensuring fees and commissions are accurately maintainedWhat we''re looking ..... full job details .....