Full job descriptionWe are looking for an experienced Paraplanner to join our client’s Private Client 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 £60,000 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
Location: – Hybrid (office & home)
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.