Hybrid Paraplanner for Fleet – Financial Planning Expert

Artemis Clarke Ltd; Fleet; Hybrid; GBP 41,000 - 50,000; Full time

Job summary

Artemis Clarke Ltd in Fleet is seeking a hybrid Paraplanner to support Financial Advisors in delivering holistic advice and financial plans for clients. The role is target-driven and involves technical research and report writing, with a focus on accuracy, planning, and organisation.

You will mentor colleagues, manage timetables, and maintain CPD while staying up-to-date on market products. Strong Excel and Word skills, Level 4 Diploma, and Financial Services experience are essential to draft

Qualifications

• Level 4 Diploma with Financial Services experience.
• Paraplanning experience across life and pensions.
• Proficient in Excel and Word.

Responsibilities

• Review fact-finds and conduct fund and product research.
• Draft holistic advice reports and recommendations.
• Obtain illustrations and Key Features Documents.
• Prepare and coordinate final recommendation reports.
• Maintain files and back office records for sales.

Skills

Financial planning

Pensions

Investments

Wealth management

Life assurance

Tax matters

Corporate financial advice

Education

Level 4 Diploma

Tools

Excel

Word

Job description

Artemis Clarke Ltd in Fleet is seeking a hybrid Paraplanner to support Financial Advisors in delivering holistic advice and financial plans for clients. The role is target-driven and involves technical research and report writing, with a focus on accuracy, planning, and organisation.

You will mentor colleagues, manage timetables, and maintain CPD while staying up-to-date on market products. Strong Excel and Word skills, Level 4 Diploma, and Financial Services experience are essential to draft