Clark James recruitment
37500.00 - 43000.00 GBP Annual
09 May 2019
23 May 2019
Contract Type

Clark James is delighted to be representing a highly regarded and award winning national Wealth Management/Financial Advisory company who are now seeking an experienced Paraplanner looking to take their next senior 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.

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 wealth management 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 and recognised organisation.

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 0198.

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.