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.

* Participate and contribute to the investment committee meetings.

* 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