Paraplanner

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

Job summary

A financial consulting firm is seeking a Paraplanner to support consultants and deliver client-focused wealth management services. This role involves preparing client documents and providing technical advice across financial products. Candidates should hold relevant qualifications, possess strong technical knowledge, and understand current regulations. This is a full-time, permanent position with remote work flexibility.

Qualifications

• Holder of a Diploma in Regulated Financial Planning or relevant qualifications.
• Strong technical knowledge across pensions, investments, and protection.
• Solid understanding of regulations and compliance procedures.

Responsibilities

• Support consultants with technical and investment advice in wealth management.
• Prepare and review proposals, letters, and reports focused on client goals.
• Assist in delivering cash management and bespoke client solutions.

Skills

Technical knowledge of financial products

Understanding of regulations and compliance

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