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- Tasks: Support consultants with technical and investment advice in wealth management.
- Company: Join a growing team in a dynamic, remote work environment.
- Benefits: Full-time, permanent position with competitive salary and flexible working.
- Why this job: Make a real impact by delivering high-quality client service and solutions.
- Qualifications: Diploma in Regulated Financial Planning or relevant qualifications required.
- Other info: Opportunity for career growth in a supportive team atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
Our client is currently on the lookout for a Paraplanner to 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 DoingHere’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
- 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.
Senior Paraplanner in England employer: ARTEMIS RECRUITMENT CONSULTANTS LIMITED
Contact Detail:
ARTEMIS RECRUITMENT CONSULTANTS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss financial products and regulations. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When you’re applying, highlight your experience with wealth management services and client-focused solutions. Show them you understand their needs and how you can meet them.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your relevant experience in wealth management and any qualifications you hold, like the Diploma in Regulated Financial Planning. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a perfect fit. Don’t forget to mention specific examples of your work that relate to supporting consultants and delivering high-quality advice.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge of financial products, make sure to highlight your expertise in pensions, investments, and compliance procedures. We want to know how you can contribute to our team’s success right from the get-go!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at ARTEMIS RECRUITMENT CONSULTANTS LIMITED
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products, especially pensions and investments. Be ready to discuss how these products can meet client needs and align with their risk profiles.
✨Showcase Your Experience
Prepare examples from your past roles where you've successfully supported consultants or delivered high-quality reports. Highlight your experience in wealth management and how it can benefit the team.
✨Understand the Regulations
Familiarise yourself with current regulations and compliance procedures relevant to the role. Being able to discuss these confidently will show that you’re not just knowledgeable but also compliant.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client service and how they support their Paraplanners. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.