Senior Paraplanner: Cashflow Modelling & Planning

Artemis Clarke Ltd; England; Hybrid; GBP 27,000 - 45,000; Full time

Job summary

Artemis Clarke Ltd in Oxfordshire is seeking a talented Paraplanner to join our team in a hybrid role. The position offers a salary up to £45,000 and provides an opportunity to work closely with senior advisers, delivering high-quality financial planning support.

You will conduct research on investments, analyse cashflows, prepare financial plans, review client objectives, and liaise with product providers, ensuring accurate documentation and timely delivery.

Qualifications

• Fully Diploma qualified in financial planning.
• Understanding of the financial planning process.
• Strong written and verbal communication.
• Customer service oriented with excellent planning and organisation.
• Ability to meet deadlines and balance details.

Responsibilities

• Assist the Financial Planner in formulating advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Review asset allocation for any investment/pension holdings.
• Complete financial cashflow forecasts, clearly demonstrating the client's current and future financial position.
• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
• Liaise with Product Providers / Third Parties regarding any technical queries.
• Accurately complete new business sheets to be handed over to the PA.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.

Skills

Interpersonal skills

Planning & organisation

Attention to detail

Deadline driven

Communication skills

Education

Diploma qualified in financial planning

AFPC (desirable)

Cashflow modelling knowledge

Job description

Artemis Clarke Ltd in Oxfordshire is seeking a talented Paraplanner to join our team in a hybrid role. The position offers a salary up to £45,000 and provides an opportunity to work closely with senior advisers, delivering high-quality financial planning support.

You will conduct research on investments, analyse cashflows, prepare financial plans, review client objectives, and liaise with product providers, ensuring accurate documentation and timely delivery.