Clark James Recruitment
PARAPLANER
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Clark James Recruitment Job Opportunity
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.
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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.
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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.
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