Paraplanner
other jobs Artemis Recruitment Consultants Ltd
Added before 3 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £55,000 per annum
Job Description:
Full job descriptionWe 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
*
About You:
*Positive, proactive, and curious with a commitment to continuous learning
*Thrives in a high-performance environment and takes pride in quality work
*Works effectively within a small, collaborative team
*Able to manage and prioritise workload independently
*Willing to go above and beyond when required
*
Benefits:
Up to £55,000 starting salary
Hybrid working with 4pm finish every Friday
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
Location: – Hybrid (office & home)
Salary: Up to £55,000 per annum
Job Type: Full-time
How to Apply:
If this role sounds like a fit, please submit your CV to Josie at Artemis Recruitment and a brief covering note explaining your interest. Only shortlisted candidates will be contacted.
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
*
About You:
*Positive, proactive, and curious with a commitment to continuous learning
*Thrives in a high-performance environment and takes pride in quality work
*Works effectively within a small, collaborative team
*Able to manage and prioritise workload independently
*Willing to go above and beyond when required
*
Benefits:
Up to £55,000 starting salary
Hybrid working with 4pm finish every Friday
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
Location: – Hybrid (office & home)
Salary: Up to £55,000 per annum
Job Type: Full-time
How to Apply:
If this role sounds like a fit, please submit your CV to Josie at Artemis Recruitment and a brief covering note explaining your interest. Only shortlisted candidates will be contacted.
Job number 3849152
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Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...