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Experienced Financial Planning Professional

2 months ago

Northampton, Northamptonshire, United Kingdom James Phillip Financial Recruitment Full time

Job Opportunity at James Phillip Financial Recruitment

About the Role:

We are seeking a skilled Paraplanner to join our team at James Phillip Financial Recruitment. As a Paraplanner, you will play a crucial role in providing technical support to our clients and helping them achieve their financial goals.

Key Responsibilities:

  • Technical Support: Provide full technical support to our clients, including in-depth reviews of their portfolios and compiling review reports.
  • Client Service: Handle client queries and help service existing clients on a daily basis.
  • Compliance and Training: Comply with our firm's internal Compliance procedures and Training & Competence requirements.

Requirements:

  • Experience: At least 2 years of experience as a Paraplanner with report writing experience.
  • Technical Knowledge: Demonstrate a sound technical knowledge that can be applied to all areas of financial planning.
  • Professional Skills: Be professional, ethical, technical, and proactive in your approach to providing quality holistic advice.
  • Communication Skills: Excellent written and verbal communication skills, as well as organization skills.
  • Qualifications: Diploma qualification as a minimum.

Benefits:

  • Salary: £40,000 - £50,000 per year.
  • Bonus Scheme: Bonus scheme available.
  • Benefits Package: Flexi working, gym membership, life insurance, and on-site parking.