Clark James Recruitment are delighted to be working with a highly regarded and professional Financial Services business. Due to further expansion, our client is looking to recruit an experienced Paraplanner to join their team in St Albans. Role * The paraplanning team is made up of paraplanners, administrators, and financial associates who work collaboratively to support the delivery of high-quality financial advice. * Some team members operate within dedicated pods (smaller adviser aligned teams), while others work within a centralised structure to support activity across the business. * As a Paraplanner, you will play a key role in supporting Financial Advisers by providing technical expertise, conducting research, and preparing client recommendations. * You will be aligned with specific advisers, although this may change in line with business needs. * The role requires strong technical knowledge, attention to detail, and the ability to manage multiple cases efficiently. * Full time, office based. Responsibilities Paraplanning * Liaise closely with advisers, including participating in regular case update meetings. * Provide technical support to advisers and colleagues, including assistance with calculations and complex queries. * Conduct research and analysis to support new business recommendations. * Prepare and draft suitability reports for adviser review and sign-off. * Attend client meetings where required to support advisers and document outcomes. Client & Case Management * Manage client requests such as withdrawals, contributions, and policy amendments. * Produce client-facing documentation including one page summaries and supporting materials. * Prepare and pre-populate review documentation and forms for client meetings. Administration & Compliance * Maintain accurate client records and ensure fact-finds and compliance documentation are up to date. * Use CRM workflows to track and manage new business cases and ongoing tasks * Process and submit relevant paperwork efficiently and accurately Candidate * Level 4 Diploma in Regulated Financial Planning (essential). * Demonstrable paraplanning experience within a financial planning environment. * Strong technical knowledge of financial planning products, investments, pensions, and protection. * Excellent written and verbal communication skills. * Strong organisational skills with the ability to manage multiple cases and deadlines. * High level of accuracy and attention to detail. * Professional, trustworthy, and able to handle confidential information with discretion. * Reliable and accountable with a proactive approach to work. * Collaborative team player who supports colleagues and contributes to team success. * Committed to delivering high standards of client service. Package * Attractive basic salary (dependent on experience). * Attractive benefits