Paraplanner

Artemis Clarke Ltd; Tees Valley; On-site; GBP 25,000 - 38,000; 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 is seeking a detailed Paraplanner to support a team of five advisers in Middlesbrough. You will assist in gathering client information, analysing financial data, preparing reports and developing recommendations.

You will conduct research on investments, create retirement projections and cash flow models, and ensure all planning complies with regulatory standards. The role offers a competitive salary, bonus potential, pension, and generous holiday.

Qualifications

• Experience in a financial planning or wealth management environment.
• Knowledge of a wide range of financial products.
• Strong analytical skills with keen attention to detail.

Responsibilities

• Collaborate with advisers to prepare detailed financial plans and investment reports.
• Collect and analyse client data including income, expenses, assets and liabilities.
• Create retirement projections, cash flow models and insurance analyses using financial planning software.

Skills

Paraplanning experience

Analytical skills

Regulatory/compliance awareness

Tools

Voyant

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 Middlesbrough. 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. If you would like to apply for this role then please submit your CV to [e-mail]