REMOTE PARAPLANNER (1 DAY IN OFFICE) - HAMPSHIRE

We are looking for an experienced Paraplanner to support Financial Advisers in delivering holistic advice and financial plans for clients. The role involves technical research, report writing, and producing high-quality recommendation reports across a wide range of financial products, including pensions, investments, and life assurance.

This is a target-driven role that requires excellent planning, organisation, and analytical skills, with attention to detail being essential to deliver clear and compliant advice.

 
Key Responsibilities:

• Review and quality check client fact-finds to ensure accurate and complete information.
• Draft recommendation reports, using knowledge and expertise to supplement templates where required.
• Obtain illustrations, Key Features Documents, and all relevant application forms to support recommendations.
• Produce high-quality draft outputs requiring minimal adviser changes.
• Maintain internal case management systems, ensuring timely updates and document tracking.
• Liaise with advisers, challenging for additional information where needed.
• Coordinate the issue of final recommendation reports and supporting documents.
• Support mentoring of team members in specialised areas.
• Maintain technical and market knowledge across whole-of-market products and complete CPD.
• Contribute to process improvements and efficiency initiatives within the team.
   

Skills & Experience:

• Level 4 Diploma in Financial Planning (essential)
• Previous paraplanning experience, ideally across a wide range of providers
• Strong knowledge of financial planning, pensions, investments, wealth management, life assurance, tax, and corporate financial advice
• Excellent analytical, planning, and organisational skills
• Strong written and verbal communication
• Good IT skills, including Excel and Word

Desirable:

• Experience in life and pensions environments.

Key Behaviours:

• Attention to detail
• Customer-focused
• Decisive and proactive
• Resilient
• Strong technical knowledge

Location: Hampshire – Remote with 1 day in office.
 
Interested?
If you would like to find out more about this opportunity or submit your application, please contact josie@artemisrecruitment.co.uk  for further information.