PARAPLANNER

Clark James Recruitment are working with a leading Financial Services business that genuinely puts Financial Advice and clients as their highest priority.

Due to expansion our client is looking to recruit a Paraplanner to join the business.

Role

• To provide technical and research support to Financial Planners in the delivery of their advice to clients.
• This support includes completing research and analysis, preparing suitability letters and writing client reports.
• Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
• Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.
• Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
• Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
• Contacting third parties and providers to gather detailed information.
• Generating and accurately saving research undertaken in a structured and consistent format.
• Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
• Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
• Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
• Monitor Negative Cash positions for clients monthly and recommend appropriate solutions.
• Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
• Participate and contribute to the investment committee meetings.
• Analyse and provide specific client portfolio reporting.
• Carrying out all tasks in a manner consistent with compliance procedures.
• Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
• Ability to work efficiently under own initiative with impeccable attention to detail.

Candidate

• Confident and well spoken.
• Excellent telephone manner.
• Excellent IT skills.
• Excellent attention to detail.
• Educated to GCSE level.

Package

• £35,000+ depending on experience and qualifications.
• 4 day working week - Monday to Thursday (9.00am- 5.00pm), no Friday working.
• Very generous annual leave entitlement + bank holidays.
• Additional week off between Christmas and new year without the need of using any annual leave.
• Company Pension Scheme after 3 months.
• Private Medical Insurance after 12 months service.
• Free parking on site.
• Summer and Christmas discretionary bonus (depending on company profitability and staff performance).
• 6 monthly Personal Development Reviews.
• Quarterly one-to-ones.
• Team Away day every January.
• Summer social every August.
• Client Christmas Event.
• Staff Christmas Event.