Financial Paraplanner: Data-Driven Planning & Reports

Artemis Clarke Ltd; Horsham; On-site; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Competitive salary and bonus potential

Death in Service and Income Protection

Pension scheme

23 days holiday increasing to 25 days

Job summary

Artemis Clarke Ltd in Horsham, United Kingdom, is seeking a detail-oriented financial Paraplanner to support our team of five advisors in delivering comprehensive financial planning and exceptional client service. You will gather client information, analyse financial data, prepare reports and develop recommendations to help clients achieve their financial goals.

As part of our paraplanning team, you will collaborate with advisers, create retirement projections, conduct research, ensure

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.

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.

Skills

Financial planning experience

Financial products knowledge

Advice journey confidence

Analytical skills

Communication skills

Time management

Tools

Voyant

Job description

Artemis Clarke Ltd in Horsham, United Kingdom, is seeking a detail-oriented financial Paraplanner to support our team of five advisors in delivering comprehensive financial planning and exceptional client service. You will gather client information, analyse financial data, prepare reports and develop recommendations to help clients achieve their financial goals.

As part of our paraplanning team, you will collaborate with advisers, create retirement projections, conduct research, ensure