Full job descriptionClark 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.
*Build and maintain cashflow models to support client advice and meeting preparation.
*Attend client meetings where required to support advisers and document outcomes.
Client & Case Management
*Manage client requests such as withdrawals, contributions, and policy amendments.
*Communicate with clients via phone, email, and written correspondence to resolve queries.
*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
*Support the wider team with administrative tasks when required
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.