Paraplanner — Technical Research, Reports & Client Support

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 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