Paraplanner - Horsham

Artemis Recruitment Consultants • Horsham, England • Posted June 26, 2026

About the Role

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...