Paraplanner

Paraplanner

We are looking for an experienced Paraplanner to join our client's New Business Team. This is an exciting opportunity to play a meaningful role in delivering high-quality financial planning, producing cashflow models, researching protection products, and preparing suitability reports and financial plans.

This role is ideal for someone looking to build a long-term career in paraplanning while contributing to the evolution of the function in a small, collaborative team.

Key Responsibilities

• Prepare suitability reports and financial plans for clients
• Produce cashflow models and research financial products
• Ensure all advice and documentation complies with regulatory standards
• Maintain accurate client records in back-office systems
• Collaborate with advisers and support the delivery of new business
• Proactively identify opportunities to improve processes and client service

Skills & Experience

• Level 4 Diploma in Financial Planning (or equivalent) - essential
• Experience in a paraplanner role with suitability report writing
• Familiarity with cashflow modelling software (Voyant preferred)
• Experience with back-office systems (Intelliflo Office preferred)
• Understanding of FCA regulatory requirements and compliance standards
• Experience across pensions, investments, and protection products desirable

Benefits

• Up to £30,000 starting salary
• Hybrid working
• Comprehensive benefits including income protection, death in service, private medical insurance, pension scheme, and health cash plan
• Cycle-to-work and salary sacrifice car schemes
• Extra day off each month
• Full support for professional development and relevant qualifications

If this role sounds like a fit, please submit your CV to josie@artemisrecruitment.co.uk and a brief covering note explaining your interest.