Paraplanner and Financial Services Administrator

Clements Grey Ltd.
13 Jun 2017
23 Jun 2017
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 Paraplanning 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 as a Paraplanner, working 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. Qualifications are not essential if the person has the right experience You will be an effective and articulate communicator within the business and will converse regularly with clients. 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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