PARAPLANNER

Clark James Recruitment are working with a highly regarded Financial Services business.

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

• Comply with all Compliance and Administration procedures, as set out in the Compliant Procedures manual.
• Produce new client 1st & 2nd letters and suitability reports as required.
• Gather recommendations from the the Portfolio Review team.
• Produce client illustrations, including obtaining quotes from the Exchange portal.
• Pre-populate forms for clients completion / signature.
• Analyse outcome of questionnaires.
• Attend client meetings to complete non-advice paperwork such as fact finds if required.
• Complete cashflow modelling for clients and present these at client meetings if required.
• Keep up to date with cashflow modelling software and report any training needs.
• Support Advisers in research and analysis to meet client needs and objectives.
• Assist with tax reporting work for clients if required.
• Ensure continuous professional development to meet personal development needs.
• Attend provider meetings and seminars where required.
• Perform monthly cash balance checks.

• Previous experience working as a Paraplanner is essential.
• Level 4 diploma qualified, or able to demonstrate previous experience.
• Excellent communication, presentation and attention to detail skills.
• Driven to forge a lasting career within a professional organisation that recognises hard work and commitment.
• Presentable.
• Confident.

• Basic salary to £45,000
• Benefits
• Please only apply for this position if you are an experienced Paraplanner, due to the nature of the work, our client can only consider candidates that hold previous experience