Paraplanner - Wealth Management

📁
Client Service/Account Management
📅
45883 Requisition #
Thanks for your interest in the Paraplanner - Wealth Management position. Unfortunately this position has been closed but you can search our 781 open jobs by clicking here.

What are we looking for?

  • At least three years’ relevant experience within a financial services role; a deep understanding of financial services and planning. You're customer focused, ensuring positive experiences are your main focus.
  • Do you have at least 5 GCSEs or equivalent? And a minimum QCF Level 4 and willing to work towards QCF Level 6? We're happy to invest in helping you to grow your skills and qualifications.
  • You're a confident, self-assured professional. You have a positive approach to change, ability to remain calm and work well under pressure.
  • Excellent report writing, problem solving and decision-making skills coupled with Good planning and organisational skills, and the ability to organise and prioritise workloads.
  • We need you to have a strong understanding of Microsoft Office. Also, Iress, Financial Express Analytics and Voyant or Moneyscope cash flow systems would be ideal.
Arthur J. Gallagher – an equal opportunities employer; specialists in employee benefits and employee engagement.
Our company was founded on strong relationships, delivering sound advice, excellent client service and innovative solutions. We put ourselves in the best position to succeed when we demonstrate that our clients are at the core of everything we do.
Argentis joined Gallagher, one of the largest risk management organisations in the world, in 2016. Together we have created a chartered independent financial planning and wealth management business committed to high quality service and advice that's delivered with precision and discretion. Our national team of highly-qualified practitioners are dedicated to providing personalised financial advice which protects, grows and preserves everything that their clients have worked hard to build.
Argentis is a forward thinking business that provides independent advice to individuals, trustees and companies. Argentis was founded with the aim of providing clients with the highest quality of independent and professional advice that is not biased by products, commission or adviser charges.
Gallagher is committed to diversity of opportunity for all and is opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.
Please try again.

Oops!

Either there was a problem on our end with the action you just performed, or we are currently having technical difficulties with our system. Please try again later.