Artemis Recruitment Consultants Ltd

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals. Key Responsibilities: - Collaborate with financial advisors to prepare detailed financial plans and investment reports. - Collect and analyse client data including income, expenses, assets, liabilities, insurance, 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 that all planning recommendations are compliant with regulatory and internal standards. - Maintain accurate and up-to-date client records in CRM and planning systems. - Provide general administrative support to advisors as needed. Qualifications: - Previous experience in a financial planning or wealth management firm - Knowledge & experience of wide range of financial services products - Confidence in determining the advice journey. - Strong analytical skills with attention to detail - Excellent written and verbal communication skills - Ability to prioritise tasks and manage time effectively. Benefits: - Competitive salary and bonus potential - Death in Service and Income Protection - Pension scheme - 23 days holiday increasing to 25 days If you would like to apply for this role then please submit your CV to Sam at Artemis Recruitment.

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products Key Responsibilities: Support the Financial Planners in research and analysis to meet client needs and objectives. Prepare client financial plans and suitability reports/letters for Financial Planners - including annual review, new business or ad hoc advice reports. Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended. Manage the presentation of technical data to the Financial Planners. Compile cashflow models when required as part of the advice process. Attend client meetings with Financial Planners as required, present cashflow to clients as required. Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance. Maintain up to date product and technical knowledge. Maintain all standards of performance as required by the firm. Develop and maintain internal relationships within all parts of the business. Promote the profile of the business within the profession and wider communities. Complete Continuous Professional Development to meet regulatory requirements and personal development needs. Essential Qualities: Fully Diploma qualified Good understanding of the Financial Planning process. Strong interpersonal skills, both written and verbal communication. Customer service skills - providing an excellent service to the adviser and client. Excellent planning and organisational skills. Ability to work effectively to deadlines. Accuracy and attention to detail to balance demands of role. An understanding of cashflow modelling. Broad knowledge of the Financial Services Industry and high level of technical knowledge. In depth knowledge and experience with cashflow modelling. Ability to manage and complete projects. If this position is something that you would be interested in, then please forward your CV to Sam at Artemis Recruitment.

Talent Acquisition / Recruitment Consultant Financial Services Flexible Working Excellent Earning Potential Are you driven, ambitious and motivated by achieving targets - and earning well as a result? We're looking for a Talent Acquisition / Recruitment Consultant to join our specialist financial services recruitment business. This is a fantastic opportunity for someone with experience in HR, recruitment, sales, resourcing or talent acquisition who is looking to develop their career, increase their earning potential and work in a flexible environment. No financial services recruitment experience? No problem. We'll provide the specialist training and support you need to succeed. The Role You'll be responsible for the full recruitment process, including: Sourcing and attracting high-quality candidates Conducting candidate interviews and assessments Building and maintaining strong candidate relationships Business development and generating new opportunities Managing and developing existing client relationships Taking and managing vacancies from clients Matching candidates to suitable opportunities Negotiating offers and managing the recruitment process through to completion Meeting and exceeding individual and team targets Maintaining accurate candidate and client records Developing your knowledge and network within the financial services sector Our clients are primarily based across London, Sussex and Surrey , and you'll have the opportunity to build strong relationships with both clients and candidates within this specialist market. What We're Looking For You don't necessarily need to be an experienced recruiter. We're interested in people who have the right attitude, drive and transferable skills . You may come from: Recruitment / Talent Acquisition HR / Human Resources Sales / Business Development Resourcing Account Management Another target-driven, people-focused environment Most importantly, you'll be: Driven and ambitious Target-oriented and commercially minded Confident speaking to people and building relationships Comfortable interviewing and assessing candidates Motivated by sales and achieving results Organised and able to manage multiple vacancies and priorities Resilient, proactive and determined Keen to learn and develop within a specialist sector Motivated by the opportunity to earn excellent money What We Offer Competitive salary Excellent commission / earning potential Flexible working conditions Training and ongoing support Specialist training in financial services recruitment The opportunity to build your own client and candidate network Career progression A varied role combining recruitment, interviewing, sales and relationship management The opportunity to make very good money as you develop and succeed This is a role where your results can directly influence your earnings . If you're ambitious, enjoy dealing with people and have the drive to succeed, we'll give you the training, tools and support to build a successful career in specialist recruitment. Interested? If you have experience in HR, recruitment, sales or resourcing and are looking for a role with flexibility, progression and genuine earning potential, we'd love to hear from you. Apply now and take the next step in your recruitment career.

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.

Administrator - Health & Protection (Corporate Risk) Location: London / Weybridge Working Pattern: Hybrid Job Type: Full Time, Permanent Salary: Competitive, depending on experience About the Role An exciting opportunity has arisen for an Administrator - Health & Protection (Corporate Risk) to join a successful and growing financial services business. The role will provide high-quality administration and support to a Corporate Risk team, working alongside advisers and more senior members of the support team to assist with both existing and new business . This is an excellent opportunity for someone with strong administration and client service experience who is looking to develop their career within financial services. There is also a clear opportunity for career progression, with the business supporting individuals who are keen to develop their knowledge and potentially progress towards becoming a Financial Adviser in the future. Key Responsibilities Provide administrative support to assist with the management of Risk client portfolios for a range of corporate clients. Support advisers and colleagues with both existing and new business. Deal with queries from clients and advisers in a professional and timely manner. Assist with renewals and market reviews of corporate schemes. Support the provider invoicing process, including checking invoices and following up on unpaid income. Liaise with internal Finance and other teams regarding invoicing and income queries. Process membership changes within corporate schemes. Maintain accurate and up-to-date client records and data. Ensure client information is maintained in line with internal systems and procedures. Provide general administration and support to the wider Corporate Risk team. Work closely with colleagues to ensure a high standard of client service is maintained. About You We are looking for an organised, proactive and client-focused individual with previous experience in an administrative or support role. You will ideally have: Previous experience working in a client-focused administrative role . Excellent telephone manner and the ability to build rapport quickly. Strong written and verbal communication skills. Excellent organisational and prioritisation skills. The ability to manage multiple tasks, meet tight deadlines and remain focused under pressure. Excellent attention to detail and accuracy. The ability to work effectively as part of a team while also using your own initiative. Good knowledge of Microsoft Office, including Word, Excel, PowerPoint and Outlook . A genuine interest in developing a career within financial services. Career Development This role would suit someone who is keen to build a long-term career within financial services. You will have the opportunity to develop your technical knowledge and progress through established career pathways. For the right individual, this could ultimately lead towards a Financial Adviser career, with relevant industry qualifications and examinations forming part of that progression. Benefits 25 days' holiday, increasing by one additional day per year up to 30 days. Discretionary bonus. Employer pension contribution of up to 7.5%, depending on employee contribution. Life assurance of up to 4x salary. Income protection of 75% of basic salary in the event of long-term sickness. Access to financial advice and support. Interest-free season ticket loans. Eye care benefits. Childcare benefits. Access to a shopping and lifestyle discounts portal. Hybrid working. Career development and professional qualification opportunities. Interested in the Opportunity? If you have strong administration and client service skills and are looking to develop your career within financial services, this could be an excellent opportunity for you. If you feel this role could be right for you, please get in touch today to find out more and discuss the opportunity in confidence.

Paraplanning Manager / Paraplanner Location: Chipping Norton, Oxfordshire Job Type: Full Time, Permanent Working Hours: Monday to Friday, 9am - 5pm (35 hours per week) Salary: Dependent on experience About the Role An exciting opportunity has arisen for an experienced Paraplanning Manager / Paraplanner to join a successful and growing independent wealth management and financial planning business. This is a hybrid position combining hands-on technical paraplanning with responsibility for managing a small paraplanning team . You will play an important role in supporting Financial Planners and the wider business, while also contributing to operational improvements, quality assurance and business strategy. Based in Chipping Norton , this is an excellent opportunity for an experienced Diploma-qualified Paraplanner who is looking to take on greater management responsibility while remaining involved in technical paraplanning. Key Responsibilities Paraplanning Analyse client circumstances, objectives, requirements and risk profiles. Research and analyse clients' existing financial arrangements. Analyse clients' Capital Gains Tax (CGT) positions and other relevant tax considerations. Research financial products, investments and appropriate solutions. Prepare and write recommendation letters, suitability reports and other client documentation. Assist with client reviews, including attending client meetings where required. Deal with technical queries from clients and internal colleagues. Work with other team members to ensure client records are accurate and kept up to date. Keep up to date with changes across relevant financial planning, investment, pension and regulatory areas. Provide technical support to Financial Planners and other members of the team. Management & Leadership Line manage members of the paraplanning team, including regular 1-to-1s, appraisals and performance management. Allocate workflow and manage workloads across the paraplanning team. Provide day-to-day technical and operational support to paraplanners. Chair paraplanning team meetings and ensure actions are followed through. Attend weekly Operations Meetings and take responsibility for actions relating to the paraplanning team. Work closely with Compliance, Financial Planners and Operations to resolve technical, regulatory and process queries. Carry out quality assurance reviews and audits across the paraplanning team. Work with senior management to support the development and delivery of business plans and operational improvements. Contribute to the ongoing development, efficiency and effectiveness of the paraplanning function. Key Requirements Minimum of 5 years' paraplanning experience . Diploma qualified or equivalent. Previous experience managing or supervising a paraplanning team. Strong knowledge of investments, pensions and financial services regulation. Excellent technical paraplanning and report-writing skills. Strong interpersonal and relationship-building skills. Excellent written and verbal communication skills. Strong numeracy and analytical skills, including the ability to work with complex figures and financial information. Good research and problem-solving skills. Strong IT and computer skills. Highly organised, accurate and detail-oriented. Ability to prioritise and manage multiple tasks and deadlines effectively. Self-motivated, adaptable and able to work collaboratively as part of a team. A strong commitment to delivering excellent client service. Salary & Benefits Salary: Dependent on experience Pension: 5% employer contribution, with salary sacrifice available Holiday: 32 days plus Bank Holidays and Christmas week Volunteer Day: One paid volunteer day per year Training Budget: £2,000 individual training budget per year, with 10% available for personal training Death in Service: 4x basic salary, subject to a £150,000 salary cap Income Protection: Up to 75% of basic salary, subject to a £100,000 salary cap Working Hours: 35 hours per week Probation: 6 months Benefits and salary will be adjusted on a pro-rata basis where applicable for part-time employees. Interested in the Opportunity? If you feel this could be the right opportunity for you and you have the experience and technical expertise we're looking for, we'd love to hear from you. Please get in touch today to find out more and discuss the role in confidence.

Paraplanner Location: Lewes, East Sussex Salary: Up to £45,000 depending on experience Job Type: Full-time, Permanent Working Pattern: Office-based About the Role An exciting opportunity has arisen for an experienced Paraplanner to join a professional Financial Planning team in Lewes. This is more than a traditional Paraplanning position. It offers an experienced Paraplanner the opportunity to develop their technical knowledge, client-facing skills and wider Financial Planning experience, with a clear pathway towards becoming a Chartered Financial Planner . The successful candidate will work closely with experienced Financial Planners, gaining exposure to all aspects of the financial planning process and gradually taking on increased responsibility for clients. Career Progression A structured development pathway is in place, designed to support your progression into Financial Advice: Years 1-2: Build on your existing Paraplanning and Financial Planning skills Years 3-5: Continue professional development and work towards Chartered status Year 5 onwards: Progress towards a full-time Chartered Financial Planner role, taking responsibility for clients and developing your own client relationships This is an excellent opportunity for a Paraplanner who is serious about progressing into Financial Advice and building a long-term career within Financial Planning. Key Responsibilities Provide Paraplanning and technical support to Financial Planners Undertake financial planning research and analysis Prepare suitability reports and financial planning documentation Support the preparation and delivery of client reviews Develop technical knowledge across pensions, investments and wider financial planning Assist with the delivery of holistic financial planning solutions Gain exposure to client meetings and develop client-facing skills Build strong knowledge of the financial planning process Maintain high standards of accuracy and compliance Develop knowledge of regulatory requirements and best practice Work towards further professional financial planning qualifications Take on increasing responsibility as your knowledge and experience develops About You We are looking for an experienced Paraplanner who is ready to take the next step towards becoming a Financial Planner. You will ideally have: Minimum 2 years' Paraplanning experience Level 4 Diploma in Financial Planning A genuine desire to progress into Financial Advice An interest in working towards further professional qualifications Strong technical Financial Planning knowledge Excellent attention to detail Strong analytical and research skills Excellent written and verbal communication skills A passion for delivering exceptional client service An interest in developing client-facing and relationship management skills A proactive and positive approach to learning Ability to work effectively as part of a team Willingness to work predominantly office-based to benefit from structured training and development What's on Offer Salary up to £45,000 , depending on experience Full-time, permanent position Office-based role in Lewes Structured 5-year career pathway into Financial Advice Support towards further professional qualifications Opportunity to work towards Chartered Financial Planner status Exposure to client meetings and relationship management Genuine long-term career progression Supportive and collaborative working environment Why Apply? This is an excellent opportunity for an experienced Paraplanner who wants more than a traditional support role. You will have the opportunity to develop your technical and client-facing skills, work towards Chartered status and ultimately progress into a Chartered Financial Planner position with responsibility for your own clients. If you are looking for a clear and structured route from Paraplanner to Financial Planner , this could be an excellent next step in your career. Apply Today If you have at least two years' Paraplanning experience, hold your Level 4 Diploma and are looking to progress into Financial Advice, we would love to hear from you. Apply today with your CV to find out more.

Paraplanner Location: London EC1R Salary: £38,000-£44,000 depending on experience Job Type: Full-time, Permanent Working Pattern: Office-based About the Role An excellent opportunity has arisen for an experienced Paraplanner to join a small and professional Independent Financial Advice firm based in Farringdon. Working closely with Senior Paraplanners and Financial Advisers, you will provide technical research, analysis and administrative support across a range of existing client cases. You will receive full training on the firm's processes and client requirements, while having the opportunity to develop your technical knowledge and progress your career within Financial Planning. Key Responsibilities Research & Analysis Compile accurate and compliant research packs Submit and chase authority letters to obtain client plan information Liaise with pension and investment providers to obtain accurate information Research pensions, investments and other financial products Compile accurate Data Capture Forms Prepare client-facing presentations using Microsoft PowerPoint and Excel Provide advisers with accurate research and analysis to support client meetings New Business Follow the established advice process to produce fully compliant client files Process pension and investment new business Ensure client documentation is accurate, complete and up to date Maintain accurate client information within the CRM system Complete and submit applications Prepare detailed suitability reports Ensure all relevant documentation and processes have been completed satisfactorily Liaise with providers throughout the application process Support Financial Advisers with the progression of new business cases Compliance & Administration Submit adviser files for review by external file reviewers Maintain high standards of accuracy and compliance Attend shared team meetings and contribute to business improvements Keep up to date with industry developments and regulatory requirements Maintain Continuous Professional Development (CPD) Attend relevant seminars and complete professional examinations About You The successful candidate will have previous experience supporting Independent Financial Advisers and a strong interest in developing their career within Paraplanning and Financial Planning. You will ideally have: Minimum of three R0 exams passed , working towards the Diploma in Regulated Financial Planning (DipPFS) Previous experience supporting multiple Financial Advisers Good technical knowledge of pensions and investments Experience writing suitability reports Experience completing financial applications and maintaining compliant client files Experience using investment platforms Experience liaising with pension and investment providers Strong Microsoft Word, Excel and PowerPoint skills Degree-level education or equivalent You will also demonstrate: Excellent attention to detail Strong written communication skills Professional and confident telephone manner Excellent time management and organisational skills Ability to manage multiple tasks and deadlines A systematic and methodical approach Strong numeracy skills Positive and hardworking attitude Ability to work effectively as part of a team What's on Offer £38,000-£44,000 salary , depending on experience Quarterly bonus scheme - up to £11,000 per annum Annual exam allowance of £600 Private Medical Insurance Travel Insurance Gym membership Pension scheme Ongoing professional development and exam support Annual 5-star overseas company trips Opportunity to develop your technical Paraplanning career Supportive and collaborative working environment Apply Now If you are an experienced Paraplanner with a strong technical background in pensions and investments and are looking for an opportunity to develop your career within a professional IFA environment, we would love to hear from you. Apply today with your CV to be considered.

IFA Administrator Location: Newbury, Berkshire Salary: £30,000-£32,000 depending on experience Working Pattern: Office-based Job Type: Full-time, Permanent About the Role An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Newbury. This is a varied role suited to an organised, reliable and detail-focused individual who is comfortable working both independently and as part of a small team. You will provide essential administrative support to Financial Advisers and help ensure the smooth running of the client review process, from arranging meetings and preparing documentation through to following up reviews and maintaining accurate client records. Key Responsibilities Coordinate and support the annual client review process Arrange and book client meetings Contact clients regarding their annual reviews Act as a first point of contact for client queries Maintain and update accurate client records Prepare meeting packs and documentation for Financial Advisers Assist with the follow-up and administration of annual client reviews Obtain relevant information from third-party providers to support client reviews and financial planning Keep the CRM system accurate and up to date Use CRM reporting and other reporting tools Prepare and maintain reports using Microsoft Office Carry out scanning, filing and mailings Assist with office supplies and general office administration Provide wider administrative support to the team as required Assist with additional tasks where needed About You The successful candidate will be organised, reliable and confident managing a variety of administrative tasks. Ideally, you will have: Previous IFA Administration, Financial Services or Wealth Management experience Strong attention to detail and accuracy Excellent organisational and time management skills Confidence dealing with clients by telephone and email A professional and approachable manner Strong written and verbal communication skills Good Microsoft Office skills Experience using CRM systems Ability to manage multiple tasks and prioritise effectively Ability to work independently and as part of a small team A proactive and flexible approach IFA or Financial Services experience is preferred, although applications from strong administrators with relevant transferable experience will also be considered. What's on Offer £30,000-£32,000 depending on experience Office-based role in Newbury Full-time, permanent position Supportive small-team environment Varied IFA administration role Training and development opportunities Working Pattern The preference is for 5 days per week, Monday to Friday, office-based . However, 4 days per week may be considered for the right candidate . Apply Now If you are an experienced IFA Administrator looking for your next opportunity within Financial Services or Wealth Management, apply today with your CV.

Senior Paraplanner Location: Ipswich, Suffolk Salary: £60,000 + Bonus & Benefits Job Type: Full-time, Permanent Working Pattern: Office-based About the Role An excellent opportunity has arisen for an experienced Senior Paraplanner to join a professional Financial Planning and Wealth Management team based in Ipswich. The successful candidate will provide high-quality technical support to Financial Planners, taking responsibility for complex financial planning cases and helping to deliver clear, tailored and compliant advice to clients. You will be involved in gathering and analysing client information, researching financial products and investments, preparing detailed suitability reports and recommendations, and supporting Advisers throughout the financial planning process. This is a varied senior-level role within a client-focused environment, offering the opportunity to work closely with Financial Advisers and contribute to the development and improvement of financial planning processes. Key Responsibilities Provide senior technical and Paraplanning support to Financial Planners Manage and support complex financial planning cases Gather, analyse and interpret detailed client information Research investments, pensions and other financial products Prepare high-quality, accurate and compliant suitability reports Draft detailed financial planning recommendations aligned with client objectives Prepare meeting packs and supporting documentation Model different financial planning scenarios and outcomes Update financial plans following client reviews and changes in circumstances Maintain accurate client records and CRM information Ensure documentation meets regulatory and compliance requirements Work closely with Financial Advisers and client service teams Provide technical input and support throughout the advice process Manage multiple cases and competing deadlines effectively Identify and contribute to improvements in processes and systems Ensure financial advice is presented clearly and in a client-friendly manner Maintain high standards of confidentiality, accuracy and professional conduct About You The ideal candidate will have significant experience as a Senior Paraplanner or experienced Paraplanner within an IFA, Financial Planning or Wealth Management environment. You will have: Strong technical knowledge of financial planning and wealth management Extensive Paraplanning experience Experience supporting Financial Advisers or Financial Planners with complex cases Strong research and analytical skills Excellent suitability report and technical report-writing experience Strong knowledge of investments, pensions and financial planning solutions Ability to interpret complex information and communicate it clearly Excellent attention to detail and accuracy Strong organisation and time management skills Ability to manage multiple cases and deadlines Excellent written and verbal communication skills Ability to work independently and as part of a team Strong knowledge of UK financial services and regulatory requirements Experience using financial planning software, CRM systems and Microsoft Office A professional, ethical and client-focused approach Qualifications Level 4 Diploma in Financial Planning or equivalent Additional financial planning qualifications would be advantageous Good understanding of UK financial services regulations What's on Offer £60,000 salary Bonus Benefits package Office-based role in Ipswich Senior-level position within a professional Financial Planning and Wealth Management environment Varied and technically interesting client work Ongoing professional development Opportunity to further develop your technical expertise and career Apply Now If you are an experienced Senior Paraplanner looking for your next opportunity within Financial Planning or Wealth Management, we would love to hear from you. Apply today with your CV to be considered.

Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued. The successful candidate will play a key role in ensuring the smooth day-to-day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance. Key Responsibilities Building and maintaining strong working relationships with clients, advisers, colleagues, and third-party providers to ensure a seamless client experience Acting as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondence Gathering, retrieving, and organising both new and historical client information to support financial planning and reporting processes Maintaining accurate and up-to-date records of all verbal, written, and electronic communications in line with company procedures and compliance requirements Supporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentation Assisting with research and information gathering to help advisers identify suitable financial solutions that align with clients' objectives and circumstances Preparing suitability letters and related documentation in accordance with company policies, industry standards, and current regulatory requirements Liaising with providers, business contacts, and external organisations to obtain relevant information regarding pensions, investments, protection products, taxation, and other financial matters Providing additional administrative support to advisers across a variety of client and business-related activities Ensuring all duties are carried out in accordance with Financial Conduct Authority (FCA) regulations and internal compliance procedures Keeping up to date with industry developments, financial products, legislation, and regulatory changes to support both advisers and clients effectively Managing workloads efficiently while maintaining high levels of accuracy, professionalism, and confidentiality at all times Skills & Experience Previous experience within financial services administration or a similar professional services environment would be advantageous Strong organisational skills with the ability to prioritise tasks and manage multiple responsibilities effectively Excellent communication skills, both written and verbal High attention to detail and strong accuracy skills Ability to work independently as well as part of a team Proficient in Microsoft Office and confident using internal systems and databases A professional and client-focused approach at all times What's on Offer This is a fantastic opportunity to join a respected and expanding financial services practice where you will work alongside experienced professionals in a supportive and professional environment. The role offers long-term career development opportunities for someone looking to build their career within financial services and gain valuable industry experience. Please submit your CV to Josie at Artemis Recruitment.

We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation, and account structure suitability. Reporting to the Team Leader, this role involves formulating asset allocation recommendations and preparing suitability reports. Key Responsibilities: - Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs, and overall financial situation to determine suitable asset allocation recommendations. - Review and develop plans for clients with highly specialised financial situations. - Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate. - Create and deliver training for other teams as required. - Contribute to ad hoc projects aimed at improving operational efficiency. - Ensure regulatory compliance by adhering to internal policies and FCA requirements related to the provision of regulated advice. Qualifications & Experience: - University degree or equivalent combination of education and experience. - Level 4 Qualification preferred (CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma). - Minimum of 3 years' experience in financial services. - High attention to detail, with excellent organisational and time-management skills. - Strong numerical and analytical skills. - Ability to work effectively under pressure and within a dynamic team environment. - Deep understanding of financial planning principles and client suitability. - Required to complete an initial Fit & Proper (F&P) assessment prior to independent practice, with annual assessments thereafter to maintain compliance. If you would like to apply for this position, then please send your CV to Sam at Artemis Recruitment.