Paraplanner

ARTEMIS RECRUITMENT CONSULTANTS LIMITED; Remote; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm is seeking a Paraplanner to enhance their wealth management team. The role involves supporting consultants with investment advice, preparing proposals, and delivering financial products. Candidates should have a Diploma in Regulated Financial Planning or equivalent alongside strong technical knowledge of financial products. This is a full-time, permanent, and remote position, aimed at providing high-quality client support and services.

Qualifications

• Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning.
• Strong technical knowledge of pensions, investments, and protection products.
• Solid understanding of regulations applicable to the financial sector.

Responsibilities

• Support consultants with technical and investment advice.
• Prepare and review proposals and reports with client goals in mind.
• Assist in delivering cash management and tax products.

Skills

Technical knowledge of financial products

Understanding of regulations and compliance

Expertise in wealth management solutions

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