Paraplanner — Data-Driven Financial Planning Specialist

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

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.