Paraplanner

Recruiter
Anonymous
Location
Warwickshire
Salary
35000.00 - 45000.00 GBP Annual + GBP35000 - GBP45000/annum
Posted
20 Apr 2017
Closes
21 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
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 a bespoke Wealth Advisory practice.

Working for a Chartered Financial Planners you will have extensive experience of working and communicating with high net worth individuals.
This position offers a real opportunity to join a growing business with an outstanding reputation working with high net worth individuals.

The ideal candidate will have outstanding experience in Wealth Planning 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 be Diploma qualified and will ideally be highly qualified in all areas of Financial Advice (up to Chartered Status). You will be an effective and articulate communicator within the business and will converse regularly with clients.

Package
Salary of GBP40,000 - GBP45,000 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