Paraplanner

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.

Key Responsibilities:

- Collaborate with financial advisors to prepare detailed financial plans and investment reports.

- Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.

- Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant)

- Conduct product and fund research to support investment recommendations.

- Ensure that all planning recommendations are compliant with regulatory and internal standards.

- Maintain accurate and up-to-date client records in CRM and planning systems.

- Provide general administrative support to advisors as needed.

Qualifications:

- Previous experience in a financial planning or wealth management firm

- Knowledge & experience of wide range of financial services products

- Confidence in determining the advice journey.

- Strong analytical skills with attention to detail

- Excellent written and verbal communication skills

- Ability to prioritise tasks and manage time effectively.

Benefits:

- Competitive salary and bonus potential

- Death in Service and Income Protection

- Pension scheme

- 23 days holiday increasing to 25 days

If you would like to apply for this role then please submit your CV to Sam at Artemis Recruitment.