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Paraplanner - Horsham

Artemis Recruitment Consultants

Horsham, England, United Kingdom Full-time June 23, 2026
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Opportunity 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...
    • Full-time Business Operations Specialists

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    Opportunity Details

    Location Horsham, England
    Country United Kingdom
    Type Full-time
    Category Business Operations Specialists
    Posted June 23, 2026
    Deadline August 02, 2026

    About Artemis Recruitment Consultants

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    Artemis Recruitment Consultants

    Horsham, United Kingdom

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