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Senior Paraplanner

Artemis Recruitment Consultants Ltd

Senior Paraplanner


Location: Hessle, East Riding of Yorkshire / Hybrid & Remote Working Available

Job Type: Permanent, Full Time

Hours: 35 Hours Per Week

Salary: £38,514 – £45,864 DOE

The Role

We are recruiting for an experienced Senior Paraplanner to join a growing and client-focused financial planning firm.

This opportunity would suit an experienced Paraplanner with strong technical knowledge, excellent attention to detail, and a passion for mentoring and supporting team members.

Key Responsibilities
  • Preparing suitability reports and financial planning documentation
  • Conducting technical research and preparing recommendations
  • Reviewing team output for accuracy and compliance
  • Supporting and mentoring Junior Paraplanners
  • Assisting with onboarding and training
  • Managing workflows and ensuring deadlines are achieved
  • Obtaining provider information, valuations and illustrations
  • Completing tax calculations where required
  • Maintaining high standards of client service and compliance
Requirements
  • CII Level 4 Diploma in Regulated Financial Planning (essential)
  • Working towards or achieved Chartered status (desirable)
  • Previous Paraplanning experience
  • Experience mentoring or supporting colleagues preferred
  • Strong Microsoft 365 skills
  • Excellent communication and organisational skills
  • High attention to detail and ability to prioritise workloads
Benefits
  • Flexible working
  • Hybrid and remote working options
  • Bonus scheme
  • Pension
  • Private medical insurance
  • Death in service & critical illness cover
  • Exam support and reimbursement
  • Enhanced maternity/paternity pay
  • Professional memberships and training support
  • Wellbeing initiatives and team events
  • Modern office facilities and free parking

If you are looking for your next step within a supportive and forward-thinking environment, we would love to hear from you.