Paraplanner

Artemis Clarke Ltd; Hove; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

Death in service

Income protection

Pension scheme

23–25 days holiday

Job summary

Artemis Clarke Ltd in Hove is seeking a detail-oriented Paraplanner to support a team of five advisers in delivering exemplary client service and comprehensive financial planning.

You will gather client information, analyse incomes and assets, prepare reports and develop recommendations using Voyant and other planning tools.

This role offers a competitive salary, pension scheme and 23 days holiday (rising to 25), with a clear focus on accuracy, regulatory compliance and high-quality outcomes.

Qualifications

• Previous experience in a financial planning or wealth management firm.
• Knowledge and experience of a wide range of financial services products.
• Strong analytical skills with attention to detail.

Responsibilities

• Collaborate with financial advisers to prepare detailed financial plans and investment reports
• Collect and analyse client data including income, expenses, assets, liabilities 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 all planning recommendations are compliant with regulatory and internal standards

Skills

Analytical skills

Attention to detail

Knowledge of financial services

Experience in financial planning

Job description

Paraplanner

We are seeking a detail-oriented and analytical Paraplanner to support a team of 5 advisers in delivering exceptional client service and comprehensive financial planning in Hove. You will assist in gathering client information, analysing financial data, preparing reports and developing recommendations.

Key Responsibilities

• Collaborate with financial advisers to prepare detailed financial plans and investment reports
• Collect and analyse client data including income, expenses, assets, liabilities 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 all planning recommendations are compliant with regulatory and internal standards

Qualifications

• Previous experience in a financial planning or wealth management firm
• Knowledge and experience of a wide range of financial services products
• Strong analytical skills with attention to detail

• Benefits include competitive salary and bonus potential, death in service and income protection, pension scheme, and 23 days holiday increasing to 25 days.