Paraplanner: Wealth Planning & Cashflow Modelling

Artemis Clarke Ltd; Wolverhampton; On-site; GBP 27,000 - 45,000; Full time

Job summary

Artemis Clarke Ltd in Wolverhampton is seeking an experienced Paraplanner to join its growing Independent Financial Advice firm. You will support Financial Planners by conducting technical research, preparing suitability reports, and producing cashflow models to inform client recommendations.

The role is office-based, requires DipPFS or progress toward it, and demands strong pensions, investments and analytical skills with high attention to detail.

Qualifications

• Previous Paraplanner experience within an IFA or wealth management environment.
• Strong technical knowledge of pensions, investments, and financial planning products.
• Experience preparing suitability reports and conducting technical research.
• DipPFS qualified or working towards completion.
• Excellent written communication and analytical skills.
• High attention to detail and strong organisational abilities.

Responsibilities

• Conduct technical research and analysis to support Financial Planners.
• Prepare suitability reports and recommendation documentation.
• Analyse client portfolios and identify planning opportunities.
• Produce cashflow modelling and financial planning reports.
• Liaise with advisers, providers, and support teams to ensure the smooth progression of client cases.
• Ensure all work is completed in line with FCA regulations and compliance standards.
• Maintain accurate client records and documentation.

Skills

Technical knowledge of pensions and 投资

Education

DipPFS

Job description

Artemis Clarke Ltd in Wolverhampton is seeking an experienced Paraplanner to join its growing Independent Financial Advice firm. You will support Financial Planners by conducting technical research, preparing suitability reports, and producing cashflow models to inform client recommendations.

The role is office-based, requires DipPFS or progress toward it, and demands strong pensions, investments and analytical skills with high attention to detail.