Description

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