PARAPLANNER - London (City)- £48,000

Clark James Insurance & Financial Services Recruit
City of London, London
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Clark James Financial Services Recruitment is working with a highly established IFA for a highly experienced Paraplanner to join their office based in London. The Paraplanner will be providing technical expertise to advisers, dealing with HNW clients.

Key Responsibilities:

  • Help provide solutions to clients needs and give them a service which surpasses their expectations
  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Attending client meetings and taking minutes
  • Analysing and interpreting data obtained during client meetings
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Undertaking fund performance comparisons, preparing product comparisons and analysing comparison illustrations
  • Preparing cashflow plans using Voyant Software
  • Preparing draft recommendation reports in line with the Company’s compliance procedures
  • Analysing client’s asset allocations and providing recommendations for rebalancing where necessary
  • Liaising with the Compliance department to ensure all compliance procedures have been followed
  • Building and maintaining client relationships through face to face and written/telephone communication

Required Skills & Knowledge

  • Must hold the Diploma in Regulated Financial Planning with the addition of AF3 (Pensions Planning)
  • Have excellent technical knowledge of all Pensions products, including transfers and a strong overall knowledge of Investment and Protection products
  • Have strong IT skills including Swift backoffice system, Voyant and FE Analytics
  • Excellent written and verbal communication skills
  • Ability to build a strong proactive working relationship with advisers, administrator and clients
  • Have an efficient, enthusiastic, forward thinking manner using organisational and prioritising skills
  • Able to work well under pressure using your own initiative as well as part of the team.


  • Basic salary - up to £48,000 (Depending of experience and professional qualifications)
  • Pension Scheme
  • Life Cover
  • Income Protection
  • Private medical Insurance
  • Discretionary Bonus