Paraplanner

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Remote; GBP 60,000 - 80,000; Full time

Job summary

A recruitment consultancy is seeking a Paraplanner to join their team on a full-time, remote basis. The role involves supporting consultants with technical and investment advice, preparing client proposals, and assisting in the delivery of various financial products. Candidates should possess relevant financial qualifications and strong technical knowledge of wealth management solutions. This is an excellent opportunity to contribute to a client-focused service while ensuring compliance with regulations.

Qualifications

• Hold a Diploma in Regulated Financial Planning or similar qualifications.
• Strong technical knowledge of financial products including pensions and investments.
• Solid understanding of current regulations and compliance procedures.

Responsibilities

• Support consultants with technical and investment advice.
• Prepare and review proposals, letters, and reports.
• Assist in delivering products and services including cash management and tax products.

Skills

Technical knowledge of financial products

Understanding of current regulations

Client-focused service

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent and remote basis.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it’s information gathering, planning, or creating reports—your expertise will help ensure we continue providing outstanding client service.

What You’ll Be Doing

Here’s a snapshot of what your day-to-day might look like :

• Supporting consultants with technical and investment advice across all areas of wealth management
• Preparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile front of mind
• Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions

What You’ll Bring

• Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
• Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
• Solid understanding of current regulations, legislation, and compliance procedures
• This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required