Paraplanner
We are seeking a detail-oriented and analytical Paraplanner to support a team of 5 advisers in delivering exceptional client service and comprehensive financial planning in Middlesbrough. You will assist in gathering client information, analysing financial data, preparing reports and developing recommendations.
Key Responsibilities
- Collaborate with financial advisers to prepare detailed financial plans and investment reports
- Collect and analyse client data including income, expenses, assets, liabilities and investment holdings
- Create retirement projections, cash flow models and insurance analyses using financial planning software (e.g. Voyant)
- Conduct product and fund research to support investment recommendations
- Ensure all planning recommendations are compliant with regulatory and internal standards
Qualifications
- Previous experience in a financial planning or wealth management firm
- Knowledge and experience of a wide range of financial services products
- Strong analytical skills with attention to detail
Benefits include competitive salary and bonus potential, death in service and income protection, pension scheme, and 23 days holiday increasing to 25 days. If you would like to apply for this role then please submit your CV to riley@artemisrecruitment.co.uk
Paraplanner employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
