Job Description
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
Join a leading financial advisory firm in Glasgow, where you will thrive in a supportive and collaborative environment dedicated to your professional growth. With an established client portfolio and a commitment to high-quality financial advice, you'll enjoy competitive benefits including a generous salary, discretionary bonuses, and opportunities for career advancement. Experience a workplace that values strong client relationships and offers a positive team culture, making it an excellent choice for your next career move.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
