Clark James Recruitment is partnering with a respected Wealth Management business to recruit an experienced Paraplanner for their St Albans office. You will join a paraplanning team alongside advisers, administration staff and trainees, providing technical support, researching new business cases and drafting suitability reports.
You will liaise with advisers and clients, prepare cashflow analyses, handle paperwork, and ensure documents are up-to-date on iO.
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Hybrid Paraplanner: Wealth Management & Client Analysis in Chatham employer: Clark James Recruitment
Join a dynamic and supportive team in the heart of North Kent/SE London, where your professional growth is a top priority. This company not only offers a competitive salary and an uncapped bonus scheme but also fosters a collaborative work culture that values strong communication and client relationships. With a commitment to staff development and a focus on delivering exceptional service, this role presents a unique opportunity for ambitious Commercial Insurance Sales professionals to thrive.
