Clark James Recruitment partners with a leading Wealth Management firm to recruit a Business Manager/Paraplanner. The role focuses on driving case management, ensuring timely hand-offs to paraplanning partners, and delivering high-quality client service across the book.
You will support paraplanning with new money cases, transfers and IHT planning, while mentoring junior associates and contributing to process improvements. A hybrid working pattern with in-office presence is offered.
#J-18808-Ljbffr
Hybrid Wealth Paraplanner & Business Manager 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.
