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James Phillip are currently recruiting for a modern Chartered Wealth IFA who through organic growth are looking to recruit a Paraplanner into their existing team.
My client describes it as a great working environment, relaxed with some great attractions.
This is an ideal opportunity for someone who is looking to play an integral part of a well-respected practice that recognises and rewards success and commitment.
Salary range £40K - £45k (depends on experience) plus attractive benefits package including bonus, company pension, death in service, study support. Possible shares in the business and a leadership role further down the line.
Job Role:
- To provide full technical support
- Undertake in depth reviews of client portfolios and compile review reports
- You will need to handle client queries and help service existing clients on a daily basis
- Comply with the firm’s internal Compliance procedures and Training & Competence requirements
We are looking for someone who:
- Has at least 2 experience as a Paraplanner with report writing experience
- Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
- Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
- Excellent written/verbal communication as well as organisation skills
- Diploma qualification (or very close) as a minimum. Chartered will consider a higher starting salary
