PARAPLANER

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

* The paraplanning team is made up of paraplanners, administrators, and financial associates who work collaboratively to support the delivery of high-quality financial advice.

* Some team members operate within dedicated pods (smaller adviser aligned teams), while others work within a centralised structure to support activity across the business.

* As a Paraplanner, you will play a key role in supporting Financial Advisers by providing technical expertise, conducting research, and preparing client recommendations.

* You will be aligned with specific advisers, although this may change in line with business needs.

* The role requires strong technical knowledge, attention to detail, and the ability to manage multiple cases efficiently.

* Full time, office based.

Responsibilities

Paraplanning

* Liaise closely with advisers, including participating in regular case update meetings.

* Provide technical support to advisers and colleagues, including assistance with calculations and complex queries.

* Conduct research and analysis to support new business recommendations.

* Prepare and draft suitability reports for adviser review and sign-off.

* Attend client meetings where required to support advisers and document outcomes.

Client & Case Management

* Manage client requests such as withdrawals, contributions, and policy amendments.

* Produce client-facing documentation including one page summaries and supporting materials.

* Prepare and pre-populate review documentation and forms for client meetings.

Administration & Compliance

* Maintain accurate client records and ensure fact-finds and compliance documentation are up to date.

* Use CRM workflows to track and manage new business cases and ongoing tasks

* Process and submit relevant paperwork efficiently and accurately

Candidate

* Level 4 Diploma in Regulated Financial Planning (essential).

* Demonstrable paraplanning experience within a financial planning environment.

* Strong technical knowledge of financial planning products, investments, pensions, and protection.

* Excellent written and verbal communication skills.

* Strong organisational skills with the ability to manage multiple cases and deadlines.

* High level of accuracy and attention to detail.

* Professional, trustworthy, and able to handle confidential information with discretion.

* Reliable and accountable with a proactive approach to work.

* Collaborative team player who supports colleagues and contributes to team success.

* Committed to delivering high standards of client service.

Package

* Attractive basic salary (dependent on experience).

* Attractive benefits
Only candidates based in UK and eligible to work in UK are allowed