PARAPLANNER

Clark James Recruitment are working with a highly professional firm of Independent Financial advisers.

Due to expansion our client are looking to appoint an experienced paraplanner to join the business.

Company

We are a firm of Independent Financial Advisers providing clients with a bespoke and quality service.

We are a career minded business with an excellent staff retention rate, our client is committed to their staff growing within the business.

Role

• Working alongside the team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients' expectations.
• Working closely with the Adviser to research and formulate appropriate advice.
• Preparation of Recommendation Reports and supplementary documentation.
• Adherence to our client’s compliance procedures, core values and high standards of client service.
• Liaison with product providers, account managers and clients.
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs.

Candidate

• Professional, well presented and confident candidate.
• Excellent communication skills.
• Previous experience of working within an Independent Financial Adviser business, previous Paraplanning experience is essential.
• Excellent organisational and presentation skills.
• Methodical.
• Excellent attention to detail and high standards of accuracy.
• Strong analytical and numerical skills.
• You thrive working as part of a team.
• Level 4 diploma qualified (or working towards).

Package

• Attractive basic salary, dependent on experience.
• Annual leave entitlement + bank holidays.
• Pension.