We are looking for a Senior Clients Co-ordinator (Paraplanner) to support a team of 2 Financial Planners within Wealth Management clients. The successful candidate will control the workflow and provide technical administration support to our Financial Planners, who provide holistic financial planning to a bank of both existing and potential new clients who pay regular fees to receive a designated level of service from JLT.
Main responsibilities and Accountabilities
Experience and Education Requirements
We are Mercer – award winning experts in insurance, risk management and employee benefits for businesses and individuals.
We are also part of Marsh & McLennan Companies (MMC) – a global network of experts in risk, strategy and people. With roots dating back to 1871, MMC’s businesses have been helping clients prosper amid changing times, from the Industrial Revolution to the digital age.
Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage...