Clark James is delighted to be representing a highly regarded and award winning large Wealth Management business who are seeking an experienced Paraplanner looking to take their next career opportunity.
Based in beautiful modern offices, this renowned Financial Planning company are keen to recruit a skilled individual to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to their personal wealth.
Your role will be to conduct detailed research and reports of the client’s current situation in the short, medium and long term relating to their pensions and investments.
You will be able to explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners.
The successful applicant will ideally be Diploma Status and have ambitions of studying further.
You will have in depth knowledge of Pensions, Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.
This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a prestigious firm.
A high basic salary alongside extensive benefits are all available as is support for further development.
Please apply or call our Financial Services Offices on 01702-841098.
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
- Financial Services
- Wealth Management
- Diploma Level 4
Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.Report this job
"Office Assistant jobs in London"
'Saved search name'