PARAPLANNER

Clark James Recruitment; Chatham; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Excellent salary

Excellent benefits

Hybrid work arrangement

Job summary

Clark James Recruitment is recruiting an experienced Paraplanner for their St Albans office within a respected Wealth Management business.

You will join a paraplanning team to support advisers, draft suitability reports, prepare cashflow analyses and liaise with clients to ensure timely service and compliance. The role combines technical paraplanning with client-facing activities in a busy office setting.

Qualifications

• Proven paraplanning experience.
• Level 4 Diploma qualified or close to achieving this (R01–R06).
• Strong technical knowledge of financial products and services.
• Effective leadership and mentoring abilities.
• Excellent communication and interpersonal skills.
• High attention to detail and ability to manage workloads effectively.
• Honest, reliable, trustworthy and must act with discretion and integrity.

Responsibilities

• Provide technical support to advisers and the team.
• Draft suitability reports ready for adviser sign-off.
• Build cashflow analysis for client meetings.
• Liaise with clients by phone, email and post.
• Attend client meetings as required.
• Process client requests such as withdrawals and contributions.
• Update workflows and ensure paperwork is scanned and filed properly.

Skills

Paraplanning experience

Leadership

Attention to detail

Communication

Education

Level 4 Diploma

Tools

iO

Job description

St Albans

Clark James Recruitment are working with a highly regarded Wealth Management business.

Due to further expansion within their business, our client is looking to recruit an experienced Paraplanner to join the team in their St Albans office.

Job Title

PARAPLANNER

Role

• The paraplanning team consists of paraplanners, administration staff and trainee advisers.
• Your role will involve working as a paraplanner within the team to ensure the following roles are completed.
• You will be linked to advisers which are subject to change.
• Liaising directly with dedicated advisers and having daily update meetings for all cases.
• Providing technical support to others within the team and assisting advisers with technical queries and calculations.
• Compiling research for new business cases.
• Drafting suitability reports ready for adviser sign-off.
• Processing client requests, such as withdrawals and contributions.
• Building cashflow analysis in preparation for client meetings.
• Liaising with clients by phone, email and posting all queries.
• Attending client meetings as and when necessary.
• Generating cover letters, one page documents and other client facing documents.
• Printing and pre-populating any supporting documents required for review meetings.
• Answering the phone and dealing with queries as and when they arise.
• Ensure all paperwork is scanned to file appropriately, categorised and subcategorised.
• Using workflows to track new business cases on iO.
• Updating iO with new fact find information.
• Processing LoAs / chasing policy information with providers.
• Sending out monthly valuations to clients.
• Ensuring compliance documents are in date and on iO.

Candidate

• Proven paraplanning experience.
• Level 4 Diploma qualified or close to achieving this (R01–R06).
• Strong technical knowledge of financial products and services.
• Effective leadership and mentoring abilities.
• Excellent communication and interpersonal skills.
• High attention to detail and ability to manage workloads effectively.
• Honest, reliable, trustworthy and must act with discretion and integrity.

Package

• Excellent basic salary.
• Excellent benefits.
• Office based 4 days a week, 1 day working from home.