Category: Our team news

We’re on the lookout for a Paraplanner

At Clarion, we pride ourselves on providing best-in-class client relations. Our Paraplanners are crucial to us – and our valued clients – in being part of a team that delivers compliant, agile and leading financial plans.

You’ll live and breathe our mantra of “GWC” – do you get it, do you want it, have you got the capacity to do it?

We want to hear from you if you have:

  • First class organisational and administrative skills to support the Head of Paraplanning, your fellow colleagues and our clients.
  • Meticulous attention to detail, with the ability to keep financial records up to date.
  • Excellent communication skills, both verbal and written, enabling effective communication between advisors and clients.
  • A solid understanding of financial planning software.
  • Excellent meeting preparation, minute taking and follow-up skills.
  • A grasp – and a desire to develop that grasp – of the ‘bigger picture’ of financial planning.
  • A natural empathy with clients, enabling you to plan according to their lifestyles, commitments and other pressures.

Please take time to read our full job specification below – and do get in touch if you feel this is the position for you:

Culture, Values & Attitude

  • Excellent fit with Clarion values and culture. Considered and recognised alignment with Clarion’s vision and goals for the future – Essential.
  • Genuine desire for a long-term career as part of a happy and motivated team, delivering fantastic service to clients – Essential.
  • Believes that life is short and subscribes to the FARM definition of what makes a career great: Fun, Achievement, Recognition, Money – Essential.
  • Wants to work in a (busy and beautiful) ‘non-city centre’ office location – Essential.

Knowledge

  • Microsoft Word, Excel and electronic diary management skills – Essential.
  • Advanced Excel skills – Essential.
  • Superb technical knowledge of financial services products – Essential.
  • Working knowledge of cashflow modelling tools – Essential.
  • Be/ become a true expert in use of our chosen financial planning tools and software – Essential.

Skills

MISKIS – Make it Simple, Keep it Simple
  • Strong interpersonal skills, to develop and maintain the confidence of your clients – Essential,
  • Excellent verbal and written communication, with top notch spelling, punctuation and grammar – Essential,
  • Solutions orientated: imaginative solutions to clients’ problems – Essential,
  • Highly organised, methodical, analytical and disciplined – Essential,
  • Shows initiative and takes personal responsibility for completing tasks – Essential,
  • Able to work within defined business processes – Essential,
  • Adopts a positive attitude, willing to assist others when busy – Essential,
  • Able to work under pressure on occasions to achieve deadlines – Essential,
  • Meticulous attention to detail – Essential,
  • Ability to achieve outcomes without supervision – Essential,
  • Demonstrable track record of delivering great service – Essential,
  • Prioritise and plan own workload – Essential,

Experience

  • At least 2 years’ experience as a Paraplanner – Essential.
  • At least 3 years working within a financial planning environment – Essential.

Qualifications

  • Certificate in Paraplanning and Diploma in Financial Planning (or Regulated Financial Planning), or equivalent – Essential.
  • JO1 or RO3 – Taxation – Desirable.
  • JO2 – Trusts – Desirable.
  • Chartered Financial Planner – Desirable.
  • Certified Financial Planner – Desirable.

 

Could you be our next Paraplanner? Send your application, including a full CV, directly to Jonnie Whittle.


If you’d like more information about this article, or any other aspect of our true lifelong financial planning, we’d be happy to hear from you. Please call +44 (0)1625 466 360 or email enquiries@clarionwealth.co.uk.

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