Financial Services Paraplanner

Clements Grey Ltd.
West Bromwich
£35k - £45k pa
06 Oct 2017
15 Oct 2017
Contract Type
Full Time
Clements Grey has engaged with a key Financial Services client based in the West Midlands, who are looking to recruit a Paraplanner. This is an outstanding opportunity for a Paraplanner to join an Independent Financial Advisory firm . Working for an Independent Financial Advisory firm you will have extensive experience of working and communicating with high net worth individuals. This position offers a real opportunity to join a well established business with an outstanding reputation providing holistic financial advice. The ideal candidate will have outstanding experience in financial services with up to date technical knowledge, helping Adviser's to provide on goals and future planning. Client values and client goals are of the most importance to this bespoke finance practice. You will need to be an astute report writer and competent in all aspects of holistic finance advice. The correct candidate will display outstanding organisation skills and a have a strong background of working with large portfolio's. The ideal candidate must have 3+ years financial services experience, be qualified to level 4 in Providing Financial Advice and hold a certificate in Financial Planning as a minimum. You must hold a certificate in Paraplanning and a Diploma in Financial Planning is desirabl You will be an effective and articulate communicator within the business and will converse regularly with clients. Package Salary of £35,000 - £45,000 plus a comprehensive benefits package and company pension scheme. This is an exciting opportunity to join a high growth business, who offer an outstanding opportunity grow with this high value business. Interviewing now!
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