PARAPLANER

Clark James Recruitment; Redbourn; On-site; GBP 34,000 - 48,000; Full time

Benefits offered by this job

Attractive basic salary

Attractive benefits

Job summary

Clark James Recruitment is seeking an experienced Paraplanner to join a leading financial services firm in St Albans. You will support Financial Advisers by delivering technical analysis, researching recommendations, and drafting suitability reports, while aligning with advisers as needed.

Role is office-based, full-time, with a collaborative, pod-based or central structure. The ideal candidate holds Level 4 Diploma in Regulated Financial Planning and demonstrates excellent attention to detail

Qualifications

• Level 4 Diploma in Regulated Financial Planning (essential).
• 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 ability to manage multiple cases and deadlines.

Responsibilities

• Liaise with advisers and participate in case update meetings.
• Provide technical support and handle 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 to support advisers and document outcomes.

Skills

Paraplanning experience

Technical knowledge

Research & analysis

Written & verbal communication

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CRM software

Financial planning tools

Job description

Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business.

Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.

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.

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