PARAPLANNER

Clark James Recruitment are working with a leading Financial Services business that genuinely puts Financial Advice and clients as their highest priority. Due to expansion our client is looking to recruit a Paraplanner to join the business. Role * To provide technical and research support to Financial Planners in the delivery of their advice to clients. * This support includes completing research and analysis, preparing suitability letters and writing client reports. * Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings. * Receiving instructions from meeting notes/tasks from Financial Planners following client meetings. * Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken. * Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives. * Contacting third parties and providers to gather detailed information. * Generating and accurately saving research undertaken in a structured and consistent format. * Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives. * Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports. * Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades. * Participate and contribute to the investment committee meetings. * Ability to work efficiently under own initiative with impeccable attention to detail. Candidate * Confident and well spoken. * Excellent telephone manner. * Excellent IT skills. * Excellent attention to detail. * Educated to GCSE level. Package * £35,000+ depending on experience and qualifications. * 4 day working week – Monday to Thursday (9.00am – 5.00pm), no Friday working. * Very generous annual leave entitlement + bank holidays. * Additional week off between Christmas and new year without the need of using any annual leave. * Company Pension Scheme after 3 months. * Private Medical Insurance after 12 months service. * Free parking on site. * Summer and Christmas discretionary bonus (depending on company profitability and staff performance). * 6 monthly Personal Development Reviews & Quarterly one-to-ones. * Team Away day every January, Summer social every August. * Client Christmas Event, Staff Christmas Event