Clark James Recruitment is seeking an experienced Paraplanner for a St Albans-based Wealth Management firm. You will provide technical support, draft suitability reports, and prepare cashflow analyses for adviser sign-off, working within a collaborative team.
The role involves liaising with advisers and clients, handling research for new business cases, and maintaining accurate paperwork in iO. We offer an excellent salary, strong benefits, and a hybrid arrangement: four days in the office and
#J-18808-LjbffrWealth Paraplanner (Hybrid) – 4 Days Office, 1 WFH in Chatham employer: Clark James Recruitment
Joining our esteemed IFA business as a Paraplanner/IFA Administrator offers you the chance to be part of a supportive and dynamic team dedicated to delivering exceptional client service. With a focus on professional development, we provide opportunities for growth within the financial services sector, alongside a competitive salary and a collaborative work culture that values your contributions. Located in a vibrant area, our firm not only prioritises employee well-being but also fosters an environment where your skills can flourish and make a meaningful impact.
