PARAPLANNER

Clark James Recruitment is working with a highly professional Financial Services business.

Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis.

Role

• We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm.
• The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
• Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
• Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients.
• Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary.
• Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles.
• Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines.
• Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records.
• Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations.
• Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant.

Candidate

• Level 4 Diploma (or working towards).
• Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment.
• Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software.
• Familiarity with FCA regulations and the compliance requirements for financial planning.
• Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language.
• High level of accuracy and strong analytical skills to ensure high-quality reporting and research.

Package

• Competitive salary based on experience.
• Support with continued professional development (including exam support).
• Flexible working arrangements.
• Opportunity for career progression within a growing IFA firm.
• Company pension.
• Employee discount.
• Financial planning services.
• Life insurance.