Clark James Recruitment are recruiting an experienced Paraplanner to join a respected wealth management team in St Albans. You will work closely with advisers, prepare suitability reports, build cashflow analyses and manage client documents while ensuring compliance and timely case progression.
The role offers an excellent salary, strong benefits and an office-based pattern with one day per week home working.
#J-18808-Ljbffr
Hybrid Paraplanner β Wealth Management (St Albans) 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.