Paraplanner

Paraplanner

Our client is seeking a motivated and professional Paraplanner to join their Dorking office. They are looking for someone with FCA certification and strong financial planning experience who can provide tailored advice and support clients effectively.

Key Responsibilities

• Prepare client communications, letters and reports
• Conduct in-depth reviews of client financial circumstances and goals
• Design and present financial strategies and risk analyses
• Support business growth through client acquisition and networking
• Ensure compliance with FCA regulations and company procedures
• Assist with client onboarding, charging processes and information management

Skills & Experience

• FCA certification in financial planning
• Knowledge of asset classes and financial products
• Experience in research, analysis and report writing
• Excellent communication, networking and interpersonal skills
• Team player, adaptable and self-motivated

Job Type: Full-time, Permanent. Hybrid working: 4 days in office, 1 day WFH. If you'd like to apply or find out more, please send your CV to josie@artemisrecruitment.co.uk