Paraplanner

Artemis Clarke Ltd; Manchester; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Competitive salary

Company pension

Gym membership

Health and wellbeing programme

Financial planning services

Company events

Ongoing professional development

Job summary

Artemis Clarke Ltd is seeking a detail-oriented Paraplanner to support a growing financial planning team in Central Manchester. The ideal candidate will hold a Level 4 Diploma in Financial Planning (minimum) and bring at least five years of paraplanning experience to produce high-quality technical reports and analyses.

You will assist with tailored financial planning solutions, client reviews, and liaise with providers while ensuring FCA compliance and accurate records.

Qualifications

• Minimum Level 4 Diploma in Financial Planning (or equivalent) - essential.
• Minimum five years' experience in a Paraplanner position.
• Strong report writing and technical analysis skills.
• Excellent understanding of financial planning principles.
• Experience within a financial planning or wealth management environment.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office, including Word, Excel and Outlook.
• High attention to detail and commitment to delivering accurate work.

Responsibilities

• Prepare comprehensive suitability reports and supporting documentation.
• Analyse client financial information to support tailored financial planning recommendations.
• Assist with the preparation of client review packs and presentation documents.
• Conduct financial research across pensions, investments and protection products.
• Liaise with product providers and third parties to obtain relevant information.
• Maintain accurate client records and update internal systems.
• Support advisers with new business processing and ongoing client servicing.
• Schedule meetings and manage client correspondence where required.
• Ensure all work complies with FCA regulations and internal compliance procedures.
• Work collaboratively with advisers to ensure the timely delivery of high-quality client outcomes.
• Identify opportunities to improve internal processes and enhance efficiency.

Skills

Report writing

Technical analysis

Communication

Organisation

Financial planning principles

Education

Level 4 Diploma in Financial Planning

Tools

Word

Excel

Outlook

Job description

Paraplanner

We are seeking a detail-oriented and proactive Paraplanner to join a growing financial planning team based in Central Manchester.

This opportunity is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (minimum) and has at least five years of paraplanning experience. You will play a key role in supporting Financial Advisers by producing high-quality technical reports, analysing client information, and assisting with the delivery and implementation of tailored financial planning solutions.

This is an excellent opportunity to join a supportive environment where you can continue developing your technical expertise while working alongside experienced professionals.

Key Responsibilities

• Prepare comprehensive suitability reports and supporting documentation.
• Analyse client financial information to support tailored financial planning recommendations.
• Assist with the preparation of client review packs and presentation documents.
• Conduct financial research across pensions, investments and protection products.
• Liaise with product providers and third parties to obtain relevant information.
• Maintain accurate client records and update internal systems.
• Support advisers with new business processing and ongoing client servicing.
• Schedule meetings and manage client correspondence where required.
• Ensure all work complies with FCA regulations and internal compliance procedures.
• Work collaboratively with advisers to ensure the timely delivery of high-quality client outcomes.
• Identify opportunities to improve internal processes and enhance efficiency.

Requirements

• Minimum Level 4 Diploma in Financial Planning (or equivalent) - essential.
• Minimum five years' experience in a Paraplanner position.
• Strong report writing and technical analysis skills.
• Excellent understanding of financial planning principles.
• Experience within a financial planning or wealth management environment.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office, including Word, Excel and Outlook.
• High attention to detail and commitment to delivering accurate work.

Benefits

• Competitive salary of £45,000 - £50,000 per annum.
• Company pension.
• Gym membership.
• Health and wellbeing programme.
• Financial planning services.
• Company events.
• Opportunities for ongoing professional development.

Application Questions

Do you hold the Level 4 Diploma in Financial Planning (or equivalent).

Do you have at least five years of Paraplanning experience.