3 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Corinthian Wealth Management
Operations Director at Corinthian Wealth Management, Senior Partner Practice of St. James's Place
Company Description
Corinthian Wealth Management, based in Cheltenham, specializes in meeting the financial needs of senior professionals such as lawyers, accountants, and software sales professionals. As a Senior Partner Practice of St. James’s Place, our clients have access to a distinctive investment management approach. We pride ourselves on developing lasting relationships with our clients and providing the highest level of service.
Role Description
This is a full-time on-site role for a Paraplanner at Corinthian in Cheltenham. The Paraplanner will be responsible for taking the clients recommendation from the Partners and Advisers in the business, financial planning, analysing data, managing investments, and report writing to support the financial planning process.
Qualifications
1. You should be an experienced Paraplanner with great report writing skills
2. Level 4 Diploma is desirable
3. You will have experience of Life, Pension and Investment products
4. Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Do reach out if you are interested to hear more about this exciting opportunity in our Practice.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr