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.

Role

* 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.

Candidate

* 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.

Package

* 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