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Clark James recruitment
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Milton Keynes, Buckinghamshire
Senior Paraplanner
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Job Type: Full-time |
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Overview
Clark James are delighted to be working with one of the largest, and most successful firm of financial advisers in Buckinghamshire, who are whole of market, seeking a Senior Paraplanner We are currently recruiting for someone who is technically minded, adaptable and flexible, and likes to be kept busy doing a variety of roles at once. In this role, you will be responsible for providing paraplanning support, responsible for technical report writing, valuations and research, whilst also assisting with compliance support and leading a small team of other support staff. For this role, you will ideally have in depth knowledge across all aspects of financial planning, experience in a paraplanning capacity, and also good compliance knowledge, including FCA rules and regulations and their interpretations. Preferably you will have some previous team leader skills, however this not essential. You will already hold the Level 4 Diploma in Regulated Financial Planning. You will be organised, confident and motivated, being proactive, dedicated and have excellent communication skills. To be considered for this role, please apply using the appropriate link. Paraplanning and Financial Services Experience is Essential Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.