Details:
- Salary: £35,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: St Albans Hertfordshire
- Date: 4 days ago
Description:
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