Paraplanner
Salary: £40,000
Location: Hybrid / Chorley
Job Type: Full-time, Permanent
We are looking for an experienced Paraplanner to join a busy financial planning team, providing technical research and report-writing support to Financial Advisers.
Key Responsibilities
- Interpret client files and adviser instructions to prepare accurate Financial Planning Reports.
- Carry out research and analysis across providers, products and investment funds.
- Prepare suitability reports within agreed timescales.
- Liaise with Advisers, Compliance and internal teams to progress cases.
- Maintain accurate case records and paraplanning logs.
- Manage a varied workload and prioritise deadlines effectively.
- Ensure all work is accurate, compliant and to a high professional standard.
About You
- 1–2 years' experience as a Paraplanner.
- Minimum 3 years' experience within a Financial Planning environment.
- Level 4 Diploma in Financial Planning, or within 1–2 exams of completion.
- Good understanding of UK financial services regulation.
- Strong technical research and report-writing skills.
- Excellent attention to detail and communication skills.
- Strong IT skills, including Word, Excel and Outlook.
- Ability to manage multiple priorities and work effectively as part of a team.
Benefits
- £40,000 salary
- Hybrid working
- 28 days' holiday plus Bank Holidays
- Option to purchase up to 5 additional days
- 4% employer pension contribution
- Group Life Assurance – 4x salary
- Exam and training support
- Professional development opportunities
If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.
Paraplanner in Chorley employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
