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Paraplanner Required

Posted 19 February by Clark James Recruitment Easy Apply Ended

A highly regarded HNW & UHNW Wealth Management business with an outstanding reputation are seeking to recruit a highly experienced and well qualified Paraplanner who is looking to take their career to the highest level.

Based in luxurious offices in Cirencester, this awarding winning Financial Planning firm are keen to recruit a skilled individual to work alongside high producing Financial Planners who manage a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client’s current situation and the short, medium and long term financial options.

You will cover Investments, Tax, Retirement and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and also be involved in client meetings alongside your Adviser. You will produce bespoke reports that provide clear information for clients.

You will ideally be Diploma Status (not essential) and wanting progress to Chartered Status. You will have in depth knowledge of Pensions, Investments and Protection allied to strong communication, presentation and IT skills alongside being able to explain complex solutions clearly and produce comprehensive market analysis.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a leading firm.

A high basic salary alongside bonus and benefits are all available as is support for further industry qualifications.

Please apply for an immediate response.

Required skills

  • Chartered
  • Paraplanning
  • Report Writing
  • Independent Financial Advice

Reference: 34507600

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