Clark James
22 Apr 2017
22 May 2017
Contract Type
Full Time

Clark James are currently working with a leading IFA firm that is in search for a Diploma Paraplanner to join their expanding team. This successful company offer a holistic Financial Planning Service within pensions and investments

Our client is looking for a strong and technically minded Paraplanner looking to progress their career within a progressive and modern Chartered Wealth Manager.

The environment in which the candidate will be working is fast paced, dynamic and rewarding and in return you will beneft from the following:

  • Extremely attractive salary
  • Extensive company benefits
  • Bonuses
  • Study support
  • Progression

The role of the successful Paraplanner will be to provide support to a group of highly productive Financial Planners. You will be carrying out technical research on a full range of financial planning products and service. Write comprehensive and compliant detailed strategy and suitability reports. You will also be working closely with relevant Financial Planners, Paraplanners, Head of Client Service and Head of Compliance to ensure effective running of the business.

A strong understanding of the overall financial planning process and thoroughly understand the need to putting clients’ wishes at the centre of your work as this underpins the ethos of the business.

The successful Paraplanner should ideally have experience in a similar role, Diploma qualified or working towards.

Please apply for an immediate response.