Senior Paraplanner

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; United States; Remote; GBP 30,000 - 42,000; Full time

Job summary

ARTEMIS RECRUITMENT CONSULTANTS LIMITED is seeking a Paraplanner on a full-time, permanent and remote basis. You will support our consultants and wider teams by delivering high-quality technical and investment advice across a wide range of client needs.

You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of wealth management services, from information gathering and planning to creating reports, ensuring client goals and risk profiles are addressed

Qualifications

• Diploma in Regulated Financial Planning or Certificate in Paraplanning (other qualifications considered).
• Strong technical knowledge of pensions, investments, protection and wider wealth management solutions.
• Solid understanding of current regulations, legislation, and compliance (SMCR).

Responsibilities

• 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

Skills

Wealth management knowledge

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