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Posted 31 January by Clark James Recruitment Ended

Clark James is delighted to be representing a boutique and highly regarded Wealth Management business who are now seeking a highly experienced and well qualified Paraplanner looking to take their next career opportunity.

Based in luxurious offices, 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 Retirement, Investment, Tax 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.

The successful applicant 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. You will be 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.

Opportunities to move forwards within the group are available and as such can lead to Advisory roles as well as operations.

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

  • Analysis
  • Bespoke
  • Investment
  • Produce
  • Reports

Reference: 34364987

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