PARAPLANNER

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.
• 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.