• beckyraithby

Paraplanner - Bournemouth, Dorset - £39,500 - £45,000 per annum, pro-rata

Clark James is delighted to be representing a highly respected and award winning Chartered Status Financial Planning practice who are now seeking an experienced Senior Paraplanner.


Based in beautiful, modern offices this renowned Financial Planning company are keen to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to their personal wealth.


Your role will be to conduct detailed research and reports of the client’s current situation in the short, medium and long term relating to their pensions and investments whilst working closely with your adviser.


You will be able to explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners.


The successful applicant will ideally be Diploma status already and have ambitions of studying further towards Chartered status to uphold the standards of the business.


You will have in depth knowledge of Pensions, Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software.


This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a prestigious, modern and forward thinking firm.


A generous, very high basic salary alongside extensive benefits are all available as is support for further development.


Please apply to Steve Lewis: steve.lewis@clarkjames.co.uk or call our Financial Services Offices on 01702-841098.


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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


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Steve Lewis





01673 847140

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