Artemis Recruitment Consultants Ltd

About the Company We are partnering with one of the UK's leading financial planning firms to appoint an experienced Head of Corporate Solutions to lead and grow its corporate advice channel. The business is a trusted financial planning partner to individuals, families, trustees and businesses across the UK, supporting thousands of clients each year with expert advice and long-term financial planning. About the Role Head of Corporate Solutions Permanent Hybrid - Farnborough/London (1 day per week in the office) Salary: Up to £85,000 depending on experience + discretionary bonus This is a senior, commercially focused leadership role with responsibility for the growth, profitability and development of the Corporate Solutions channel . You will lead a team of consultants, oversee key corporate relationships and identify opportunities to expand the organisation's presence within the corporate market. As the market-facing leader, you will take ownership of the corporate advice proposition , ensuring it continues to evolve in line with changing client expectations, market opportunities and regulatory requirements. Working closely with senior stakeholders across the business, you will play an influential role in shaping the future strategy of the channel, driving commercial performance and delivering consistently excellent client outcomes. Responsibilities Leadership & commercial performance Lead, develop and grow the Corporate Solutions channel, with accountability for commercial performance, profitability and overall results. Set clear objectives and KPIs for the team, monitor performance and ensure agreed targets are achieved. Create a high-performance, collaborative culture focused on client outcomes, commercial success and continuous improvement. Lead regular performance reviews, appraisals and development conversations, providing effective coaching and support to consultants. Work closely with the Customer Director, Financial Planning and Corporate, and other senior stakeholders to shape and deliver the channel strategy. Corporate clients & business development Own and develop relationships with key corporate clients, ensuring high levels of service, engagement and retention. Identify and convert new business opportunities, developing strong relationships with corporate prospects and introducers. Drive the growth of the corporate proposition by identifying new markets, opportunities and routes to market. Ensure the organisation consistently delivers a high-quality client experience and builds long-term, trusted relationships. Proposition development Take ownership of the corporate advice proposition, continually reviewing and enhancing its proposition, processes and client offering. Maintain a strong understanding of the corporate financial planning and employee benefits market, including emerging trends, competitor activity and evolving client needs. Work with internal teams to improve systems, processes and service standards, ensuring the channel remains competitive and commercially effective. Compliance, risk & governance Ensure advice and written recommendations meet the organisation's suitability standards, regulatory requirements and appropriate authorisation levels. Maintain strong oversight of Training & Competence requirements, ensuring mandatory activities and CPD obligations are completed effectively. Apply robust risk management controls to minimise regulatory, conduct and compensation risks. Ensure the team operates in line with FCA requirements, Consumer Duty and internal policies and procedures. Produce accurate and timely management information, reporting on KPIs, performance and financial contribution. Stakeholder management Build effective relationships across the wider organisation, working collaboratively with other departments to deliver the best possible outcomes for clients and the business. Act as a senior representative of the Corporate Solutions channel, influencing stakeholders and contributing to wider business strategy. Communicate clearly and effectively with senior leadership, colleagues, clients and external partners. Required Skills What we're looking for We're looking for an experienced commercial leader who combines financial services expertise, strong business development capability and a genuine passion for developing people and client propositions. Proven experience leading and growing a corporate financial planning, wealth management or employee benefits business . A strong track record of delivering commercial results, including revenue growth, new business generation and profitability. Experience developing and evolving client propositions in response to changing market and client needs. Excellent business development and relationship management skills, with a proven ability to win, retain and grow corporate client relationships. Strong leadership experience, including coaching and developing advisers or consultants and creating a high-performance culture. A strong understanding of FCA regulation, Consumer Duty, Training & Competence and risk management within a regulated financial services environment. Excellent strategic thinking and stakeholder management skills, with the confidence to influence senior leaders and shape business strategy. A commercially minded and entrepreneurial approach, with the ability to identify opportunities and turn them into sustainable growth. A strong commitment to delivering excellent client outcomes while maintaining high standards of compliance, governance and professional integrity. Pay range and compensation package In addition to a competitive salary of up to £85,000, depending on experience, you'll receive: Discretionary bonus based on personal and company performance. Employer pension contribution of 6%, with a 3% employee contribution. 27 days' annual leave, including bank holidays, pro-rated for part-time employees. Private medical cover. Life assurance. Critical illness cover. Income protection. Enhanced parental leave. A range of lifestyle and wellbeing benefits

Wealth Management Administrator Salary: £32,000 Location: Hinckley, Leicestershire Job Type: Full-time, Permanent Working Pattern: Office-based We are currently recruiting for an experienced Wealth Management Administrator to join a professional and growing financial planning team in Hinckley. This is an excellent opportunity for someone with previous experience within financial services who enjoys supporting Financial Advisers and providing a high level of service to clients. Key Responsibilities Provide administrative support to Financial Advisers and the wider team. Process new business across investments, pensions and protection. Prepare client documentation, meeting packs and correspondence. Maintain accurate client records and CRM systems. Liaise with providers and third parties to progress cases. Assist with client reviews and ongoing servicing. Process applications, transfers and financial planning documentation. Monitor outstanding requirements and ensure cases progress within agreed timescales. Handle client queries professionally. Ensure all administration is completed accurately and in line with regulatory requirements. About You Previous experience within financial services, wealth management or financial planning administration. Good knowledge of investments, pensions and/or protection. Strong organisational skills and excellent attention to detail. Excellent written and verbal communication skills. Good Microsoft Office skills. Experience using CRM or financial services systems. Ability to manage multiple priorities and meet deadlines. Proactive, professional and client-focused approach. Ability to work effectively as part of a team. What's on Offer £32,000 salary Full-time, permanent position Office-based role in Hinckley Supportive working environment Training and development opportunities Career progression opportunities If you are an experienced Financial Services or Wealth Management Administrator looking for your next opportunity in Hinckley, we'd love to hear from you.

Senior Client Administrator Location: Altrincham, Cheshire Salary: Competitive, depending on experience Job Type: Full-time, Permanent Hours: Monday to Friday, with flexibility on hours Working Pattern: Hybrid working following successful completion of probation The Role We are looking for a proactive and highly organised Senior Client Administrator to join a growing financial planning team. You will play a key role in supporting Advisers and clients throughout the financial planning process, taking ownership of new business administration and ensuring applications are processed accurately, efficiently and within agreed timescales. This is an excellent opportunity for someone who enjoys working in a fast-paced, client-focused environment and takes pride in delivering a high level of service. Key Responsibilities Business Processing Process new investment, pension and protection applications. Monitor new business from submission through to completion. Liaise with providers and third parties to obtain updates and resolve outstanding requirements. Chase outstanding documentation, transfer requests and information to ensure cases progress efficiently. Keep Advisers and clients updated throughout the application process. Maintain accurate client records and CRM systems. Take ownership of the business pipeline and ensure cases are progressed efficiently. Client Administration Maintain accurate client information within CRM systems. Prepare client presentation packs and documentation for meetings and signatures. Maintain accurate electronic client records. Support Advisers with post-meeting administration and implementation of recommendations. Ensure documentation is processed accurately and in line with FCA requirements. Adviser & Client Support Arrange and support regular case review meetings with Advisers. Act as a key point of contact for Advisers, clients and providers. Provide professional and timely updates to clients. Build strong relationships with colleagues and external providers. General Administration Support the smooth running of the office. Assist with general office administration and stock management. Contribute to improvements in administrative processes. Provide wider administrative support as required. About You The successful candidate will ideally have: Previous administration experience within financial services, wealth management or professional services. Excellent organisational skills and the ability to manage multiple priorities. Strong attention to detail and accuracy. Excellent written and verbal communication skills. A professional and confident telephone manner. Good Microsoft Office skills, including Outlook, Word, Excel and Teams. The ability to work proactively and independently while contributing positively to a team. A high level of integrity and commitment to confidentiality. Desirable Experience using Salesforce or another CRM system. Knowledge of financial services administration and new business processing. Understanding of investments, pensions and protection products. Experience liaising with product providers and third parties. About You You will be a highly organised, proactive and client-focused individual who enjoys building strong relationships and delivering excellent service. You will take ownership of your work, communicate confidently with Advisers and clients, and thrive in a busy environment where attention to detail is essential. What's on Offer Competitive salary 25 days' annual leave plus your birthday off Company pension scheme Life assurance Employee benefits and discounts Company social events Ongoing learning and development opportunities Hybrid working following successful completion of probation Supportive and collaborative team environment If you are an experienced Financial Services Administrator looking for your next opportunity in the Altrincham area, we would be keen to hear from you.

Financial Adviser Salary: Competitive, depending on experience Location: Cobham, Surrey Job Type: Full-time, Permanent A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing wealth management practice. The business provides tailored financial advice across investments, retirement and protection planning, mortgages and intergenerational wealth management. With a strong reputation for delivering excellent client outcomes, the practice offers Advisers the support, infrastructure and autonomy needed to succeed. The Opportunity This role is ideal for an experienced Financial Adviser who wants to focus on advising clients and developing long-term relationships, while benefiting from comprehensive back-office support. You will be responsible for: Managing and developing relationships with an existing client bank. Identifying new business opportunities within existing client relationships. Building and growing your own portfolio of clients. Delivering holistic financial advice tailored to individual client needs. Developing strong, long-term client relationships. Working collaboratively with an experienced support team. Ensuring advice is delivered in line with FCA regulations and internal procedures. What's on Offer Full administration support. Dedicated Paraplanning support. Lead generation assistance. Marketing support. Operational support. Established advice processes and modern technology. Ongoing training and professional development. Opportunity to grow and develop within a successful practice. The strong support structure allows you to spend more time focusing on clients and delivering high-quality advice, without the burden of excessive administration. About You To be considered for this opportunity, you will ideally have: Proven experience as a Financial Adviser. Level 4 Diploma in Financial Planning or equivalent. Strong relationship-building and client management skills. Experience providing holistic financial advice. A proactive approach to business development. Excellent communication and interpersonal skills. The ambition to grow within a progressive and supportive environment. Experience working within a Partner Practice environment would be advantageous. This is an excellent opportunity for an experienced Adviser looking to join a growing practice where they can develop their career and focus on delivering exceptional financial advice to clients. Interested? If you feel this could be the right opportunity for you and you have the experience we're looking for, please get in touch today to find out more about the role.

Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of their clients. Responsibilities Technical knowledge of products and procedures as well as law. Ability to work with defined business processes, for example Participates in weekly meeting to organise and prioritise workload. Organises regular touch points during the week to ensure that activities and deliverables are carried out to plan and within deadlines Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter (as per client specification), as well as attending meetings with clients Works with the Adviser(s) to ensure that client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office using the standard templates where appropriate; and producing/updating/writing more technical reports as required Supports the Adviser(s) in utilising other agreed toolsets to provide data for client identification for example lifestyle planning via cashflow analysis, risk reports, investment analysis etc. Conducting research required to support advice from Adviser(s) including all relevant analysis, technical product research, producing illustrations etc. HNW client support as required Support administrators on group corporate pensions and associated group benefits as required Acts as main point of contact between Providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients. This includes dealing with letters or authority, processing new applications, following up with ongoing transactions, resolving issues etc. Ensures that the client is kept informed on progress and is notified when transactions are completed Ensures that client fees and commission (initial, ongoing and ad-hoc) are set up and maintained correctly in Intelligent Office to support accurate monthly payments to the Adviser(s) and provide an accurate view on actual and forecast income for the FCA RMAR (Gabriel) report Ad-hoc paraplanning tasks on behalf of the Adviser Liaising with Compliance Teams, and completing any remedial work required to allow the Adviser(s) to proceed with the business Provides support for Head of Support Services in defining and carrying out organisational projects and initiatives. If you are interested in this position then please submit a copy of your CV to Riley at Artemis Recruitment.

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 Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practice. Key Responsibilities Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients' financial goals, values, and objectives. Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Continuously monitor market trends to offer the most relevant and impactful advice. Business Development: Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management. Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients' needs and offering solutions such as investments, pensions, insurance, and estate planning. Ongoing Client Reviews: Regularly review and adjust clients' portfolios based on their changing needs, financial goals, and market conditions. Compliance and Record Keeping: Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided. Collaboration with Support Teams: Work closely with our marketing, business development, administration, and paraplanning teams to ensure the smooth delivery of services and operations. They are looking for qualified Financial Advisers (Wealth Advisers) with at least 3 years' advice experience who: Hold a QCF Level 4 Diploma (minimum). A Level 6/Chartered status would be advantageous. Have a degree in a relevant subject Have a proven track record as a Financial Adviser and have built and maintained a strong client base. Have delivered holistic advice to High Net Worth and complex clients Have a deep desire to grow, succeed, and make an impact. Are passionate about providing exceptional client service and thrive in a team-oriented environment. Are ready to take ownership of an established client bank and contribute to the continued success of our practice. What they can offer: Generous Discretionary Pay Scheme: Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance. An established book of High Net Worth clients provided Comprehensive Support: We don't just throw you into the deep end - we provide dedicated coaching from some of the most respected figures in wealth management to ensure you thrive. Quality Leads and Administration Support: Focus on what you do best - building relationships and advising clients. We'll take care of sourcing quality leads and provide a fully serviced office in Canary Wharf to streamline your operations. Career Progression: A clear, structured pathway to owning your own client base, with the option to be self-employed in the future. Training & Development: Receive continuous professional development to enhance your skills, and be supported by our marketing and business development teams to ensure your success. Additional Benefits: 24 Days Holiday + Birthday Off - Take time for yourself and celebrate your special day! NHS Medicash Plan - We care about your well-being with access to a health plan. Life Assurance - Peace of mind for you and your loved ones. Income Protection - We've got you covered in case of unexpected circumstances. Quarterly Company Social Events - Enjoy regular opportunities to connect and unwind with your colleagues. If you are interested in this position, please email 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.

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.

Client Experience Administrator - Health & Protection (Corporate Healthcare) Location: London / Weybridge Working Pattern: Hybrid Job Type: Full Time, Permanent Department: Corporate Benefits Salary: Competitive, depending on experience About the Role An exciting opportunity has arisen for a Client Experience Administrator - Health & Protection (Corporate Healthcare) to join a successful and growing financial services business. The role will provide high-quality administration and support to a Corporate Healthcare team, assisting advisers and more senior members of the support team with both existing and new business . This is a great opportunity for someone with strong administration and client service experience who is looking to develop their career within corporate healthcare, employee benefits and financial services . Key Responsibilities Provide administrative support to assist with the management of healthcare client portfolios for a range of corporate clients. Support advisers and senior members of the team with existing and new business. Respond to queries from clients and advisers in a professional and timely manner. Support the renewal and market review of corporate healthcare schemes. Assist with the provider invoicing process, including checking invoices and following up on unpaid income. Liaise with Finance and other internal teams regarding invoicing and income queries. Support the processing of membership changes within corporate healthcare schemes. Maintain accurate and up-to-date client records and data. Ensure client information is maintained accurately and in line with internal processes. Provide general administration and support to the wider Corporate Healthcare team. Work collaboratively with colleagues to deliver a high standard of client service. About You We are looking for an organised, proactive and client-focused individual with experience in an administrative or support role. The successful candidate will ideally have: Proven experience working in a client-focused administrative role . An excellent telephone manner and the ability to build rapport quickly. Excellent written and verbal communication skills. Strong organisational and prioritisation skills, with the ability to manage multiple tasks and meet tight deadlines. Excellent attention to detail and accuracy. The ability to work effectively as part of a team while also working independently and 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 offers an excellent opportunity for someone who is keen to develop their career within the financial services sector. The business offers established career pathways and supports individuals who are keen to develop their technical knowledge and potentially progress towards becoming a Financial Adviser in the future. Progression may involve a commitment to completing relevant industry qualifications and examinations within agreed timescales. 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. Shopping and lifestyle discounts. 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 corporate healthcare and 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.

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.

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.

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: 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.

Junior Investment Analyst Location: Horsham, West Sussex Salary: £25,000 - £30,000 per annum Contract: Full-time, Permanent Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week) Working Pattern: Office-based initially, with hybrid working available following successful completion of a 3-month probationary period. The Opportunity An exciting opportunity has arisen for a Junior Investment Analyst to join a growing Investment Management team based in Horsham. This is an excellent opportunity for a recent graduate or an individual in the early stages of their investment career who has a genuine passion for financial markets and investments. You may already have some experience within an investment, financial services or wealth management environment, or this could be your first or second role following university. The successful candidate will receive support and development opportunities to build their technical investment knowledge and progress their career. Working closely with experienced Investment Analysts and senior members of the Investment Management team, you will gain exposure to fund research, investment analysis, model portfolios, platforms, market developments and investment products . Key Responsibilities Assist the Investment Management team with investment and fund research. Research and analyse funds to support the development and ongoing review of model portfolios. Assist with analysis across a range of investment products, including: OEICs and Unit Trusts Investment Trusts ETFs Model Portfolios and DFM solutions Life Assurance Companies Life and Pension Funds Investment Platforms Assist with performance analysis and interpretation of investment data. Support the preparation of investment research reports and presentations. Contribute to market commentary and performance analysis. Keep up to date with financial markets, economic developments, investment products and industry news. Monitor financial news and provide relevant updates to the Investment Management team. Assist with the ongoing administration and monitoring of model portfolio solutions. Undertake research and analysis of funds outside the core investment strategy where required. Maintain accurate investment research, records and supporting documentation. Assist with investment platform administration relating to MPS and DFM solutions. Support the preparation of information for Investment Committee meetings. Assist with quarterly updates and investment data analysis using relevant financial research systems. Respond to and assist with investment-related queries from internal and external stakeholders. Work closely with the wider team to ensure high standards of service, accuracy and regulatory compliance. Contribute to projects and initiatives across the wider business as required. About You We are looking for someone who is passionate about investments and keen to develop a career within Investment Management . You may be a recent graduate looking to take your first step into the industry, or have approximately 1 year of experience within investment analysis, financial services, wealth management or a similar environment. You will ideally have: A genuine interest in investments and financial markets. Some knowledge or experience of investment research or analysis. Strong analytical and numerical skills. Excellent attention to detail. Good Excel skills and confidence using Microsoft Office. The ability to interpret investment performance data and present information clearly. Strong written and verbal communication skills. A methodical and organised approach to work. The ability to work independently while also contributing effectively within a team. A flexible and proactive approach. A willingness to learn, develop and take on new responsibilities. A customer-focused approach and professional communication style. Qualifications IMC qualification would be advantageous. Alternatively, a willingness to work towards the IMC or another relevant investment qualification would be welcomed. A degree in Finance, Economics, Mathematics, Business or a related subject would be advantageous but is not essential. Candidates with relevant investment or financial services experience will also be considered. Why Apply? Excellent opportunity to begin or develop a career in Investment Management. Exposure to a broad range of investment products and strategies. Opportunity to work alongside experienced investment professionals. Support towards professional qualifications and ongoing development. Hybrid working available following successful completion of probation. Opportunity to gain hands-on experience in fund research, investment analysis and model portfolios. Clear opportunity to develop your technical knowledge and progress within the investment team. If you are passionate about investments, have strong analytical skills and are looking for an opportunity to build a career within Investment Management, we would be keen to hear from you!

Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham . This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-knit and experienced firm. About the Role You'll play a key role in supporting our Financial Advisers by delivering high-quality administrative support across pensions and investments. Your attention to detail and client-first attitude will help ensure a smooth and efficient client journey from start to finish. Key Responsibilities Provide comprehensive administrative support for Financial Advisers. Manage and maintain client records within our CRM system. Prepare annual review packs - reports via Dynamic Planner Draft post review letters Process new business applications and ongoing client transactions, including fund switches, income and withdrawals. Keep clients updated throughout the process. Skills & Experience Required Previous experience within the Financial Services industry is essential. Strong organisational skills with a methodical and accurate approach. Ability to work under pressure and manage multiple tasks efficiently. Excellent communication skills across all levels. A genuine team player with a high level of integrity. What We Offer Salary of £30,000 - £35,000 (dependent on experience). 23 days holiday (increasing annually to 25 days), plus bank holidays. Death in Service (DIS) & Income Protection. Company Pension. Discretionary bonus scheme. Parking available nearby. Please submit your CV to Chloe at Artemis Recruitment.

We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.

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 Doing Here's a snapshot of what your day-to-day might look like: Supporting consultants with technical and investment advice across all areas of wealth management Preparing, reviewing, and updating proposals, letters, and reports-always keeping the client's goals and risk profile front of mind Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions What You'll Bring Hold 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 solutions Solid understanding of current regulations, legislation, and compliance procedures This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required Please submit your CV to Sam at Artemis Recruitment.