Career-Driven Paraplanner
1 week ago
Job Title: Experienced Paraplanner
Cameron Clarke Associates is seeking a highly skilled and experienced Paraplanner to join their team in a challenging and rewarding role.
Key Responsibilities:
Managing client communications and daily correspondence
Keeping client files meticulously updated and organised
Processing new business applications from initiation to completion
Gathering product information from providers
Preparing financial illustrations and drafting suitability reports
Maintaining the new business pipeline and preparing for client review meetings
Conducting cash flow projections and preparing materials for client annual reviews
Requirements:
- Minimum of 2 years' experience in a Paraplanner or similar role
- Excellent attention to detail and accuracy in handling client data
- Strong organisational and time-management skills
- Ability to work effectively both independently and as part of a team
- Proficiency in Microsoft Office Suite, especially Word, Excel, and PowerPoint
- A passion for career advancement and a drive to exceed expectations
What We Offer:
- 25 days holiday per year plus English bank holidays
- £1,000 to cover travelling expenses
- Quarterly bonus after successful completion of the 6-month probation period
- 5% employer contribution to workplace pension
- Opportunities for career progression into training or supervisory roles
- Support to complete Professional Qualifications
- Structured training in key business areas
- Free parking
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