Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business.
Due to further expansion, our client is looking to recruit an experienced Paraplanner to join their team in St Albans.
Role
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The paraplanning team is made up of paraplanners, administrators, and financial associates who work collaboratively to support the delivery of high-quality financial advice.
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Some team members operate within dedicated pods (smaller adviser aligned teams), while others work within a centralised structure to support activity across the business.
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As a Paraplanner, you will play a key role in supporting Financial Advisers by providing technical expertise, conducting research, and preparing client recommendations.
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You will be aligned with specific advisers, although this may change in line with business needs.
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The role requires strong technical knowledge, attention to detail, and the ability to manage multiple cases efficiently.
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Full time, office based.
Responsibilities
Paraplanning
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Liaise closely with advisers, including participating in regular case update meetings.
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Provide technical support to advisers and colleagues, including assistance with calculations and complex queries.
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Conduct research and analysis to support new business recommendations.
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Prepare and draft suitability reports for adviser review and sign-off.
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Attend client meetings where required to support advisers and document outcomes.
Client & Case Management
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Manage client requests such as withdrawals, contributions, and policy amendments.
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Produce client-facing documentation including one page summaries and supporting materials.
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Prepare and pre-populate review documentation and forms for client meetings.
Administration & Compliance
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Maintain accurate client records and ensure fact-finds and compliance documentation are up to date.
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Use CRM workflows to track and manage new business cases and ongoing tasks
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Process and submit relevant paperwork efficiently and accurately
Candidate
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Level 4 Diploma in Regulated Financial Planning (essential).
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Demonstrable paraplanning experience within a financial planning environment.
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Strong technical knowledge of financial planning products, investments, pensions, and protection.
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Excellent written and verbal communication skills.
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Strong organisational skills with the ability to manage multiple cases and deadlines.
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High level of accuracy and attention to detail.
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Professional, trustworthy, and able to handle confidential information with discretion.
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Reliable and accountable with a proactive approach to work.
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Collaborative team player who supports colleagues and contributes to team success.
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Committed to delivering high standards of client service.
Package
