Remote Paraplanner (1 Day In Office)

Remote Paraplanner (1 Day In Office)

We are looking for an experienced Paraplanner to support Financial Advisers in delivering holistic advice and financial plans for clients. The role involves technical research, report writing and producing high-quality recommendation reports across pensions, investments and life assurance.

Key Responsibilities

• Review and quality check client fact-finds to ensure accurate and complete information
• Draft recommendation reports, using knowledge and expertise to supplement templates where required
• Obtain illustrations, Key Features Documents and all relevant application forms to support recommendations
• Maintain internal case management systems, ensuring timely updates and document tracking
• Liaise with advisers, challenging for additional information where needed

Skills & Experience

• Level 4 Diploma in Financial Planning (essential)
• Previous paraplanning experience, ideally across a wide range of providers
• Strong knowledge of financial planning, pensions, investments and wealth management
• Excellent analytical, planning and organisational skills

Location: Hampshire, remote with 1 day in office. If you would like to find out more about this opportunity or submit your application, please contact josie@artemisrecruitment.co.uk