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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: Flexible remote work, collaborative office time, and career development opportunities.
- Why this job: Make a real impact by delivering high-quality client service and support.
- Qualifications: Diploma in Regulated Financial Planning or relevant qualifications required.
- Other info: Exciting role with strong growth potential in the financial sector.
The predicted salary is between 36000 - 60000 £ per year.
Type of Position: Remote ParaplannerPay: DOEReference: #3421208Remote Paraplanner Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role, meaning you\’ll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.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 managementPreparing, reviewing, and updating proposals, letters, and reports—always keeping the client\’s goals and risk profile front of mindAssisting with the delivery of the Group\’s products and services, including cash management, tax products, and bespoke client solutionsWhat You\’ll BringHold 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 solutionsSolid understanding of current regulations, legislation, and compliance proceduresThis is a certification function role under SMCR, so annual FIT assessments and certification renewal will be requiredApply for this job Your Name (required)Your Email (required)Phone Number (required)CV UploadIf you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
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Remote Paraplanner employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by practising common questions related to wealth management and paraplanning. We recommend setting up mock interviews with friends or using online platforms to get comfortable with the format.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your technical knowledge of financial products and your experience in preparing proposals and reports. This will help you stand out during interviews and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that remote Paraplanner gig, and applying directly can give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Remote Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your relevant qualifications, like your Diploma in Regulated Financial Planning, and showcase your technical knowledge of financial products. We want to see how your experience aligns with what we’re looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you’ve used them! Whether it’s preparing reports or supporting consultants, give examples that demonstrate your expertise in wealth management. This helps us see the real impact you can make.
Keep It Professional: While we love a friendly tone, remember to keep your application professional. Use clear language and check for any typos or errors. A polished application reflects your attention to detail, which is super important in this role!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. Plus, you’ll find all the info you need about the role right there!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products, especially pensions and investments. Being able to discuss these confidently will show that you're well-prepared and understand the key areas of wealth management.
✨Tailor Your Examples
When discussing your experience, relate it directly to the responsibilities mentioned in the job description. Use specific examples of how you've supported consultants or prepared reports in previous roles to demonstrate your fit for the position.
✨Understand the Company Culture
Since this is a remote role, it's important to convey your ability to work independently while also being a team player. Research the company’s values and be ready to discuss how you can contribute to their collaborative environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the team dynamics. This not only shows your interest but also helps you gauge if the company is the right fit for you. Think about asking about their approach to client service or how they support professional development.
