PARAPLANNER - HESSLE, EAST YORKSHIRE / REMOTE

An excellent opportunity for an experienced Paraplanner to join a growing financial planning firm with flexible and fully remote working options available.

This role is ideal for someone with strong technical knowledge, excellent attention to detail, and a passion for delivering high-quality client outcomes.

Key Responsibilities

• Writing suitability reports and financial planning documentation
• Conducting research and preparing recommendations
• Obtaining provider information, illustrations and valuations
• Completing tax calculations where required
• Ensuring files and reports are compliant and technically accurate
• Submitting business accurately and within agreed deadlines
• Supporting advisers and wider team members when required
• Maintaining organised workflows and managing deadlines effectively

Skills & Experience Required

• Level 4 Diploma in Regulated Financial Planning (essential)
• Previous Paraplanning experience
• Working towards Chartered status (desirable)
• Strong knowledge of Microsoft 365 and back-office systems
• Excellent communication and organisational skills
• High attention to detail and ability to prioritise workload

Benefits

• Flexible working
• Hybrid or fully remote working
• Bonus scheme
• Pension
• Private medical insurance
• Death in service & critical illness cover
• Exam support and reimbursement
• Enhanced maternity/paternity pay
• Gym membership discounts
• Training and professional membership support
• Regular team events and wellbeing initiatives

Salary

£31,584 – £43,134 per annum
(depending on experience and progress towards Chartered status)

Apply now to Riley and find out more about this exciting opportunity - Riley@artemisrecruitment.co.uk