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Experienced Financial Planning Professional

2 months ago

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

James Phillip Financial Recruitment is currently seeking a skilled Paraplanner to join their team at a modern Chartered Wealth Management company.

This is an excellent opportunity for a motivated individual to play a key role in a well-respected practice that values and rewards success and commitment.

The successful candidate will provide technical support, undertake in-depth reviews of client portfolios, and compile review reports.

Key responsibilities include:

  • Providing full technical support to clients
  • Undertaking in-depth reviews of client portfolios and compiling review reports
  • Handling client queries and assisting with client service on a daily basis
  • Complying with the firm's internal Compliance procedures and Training & Competence requirements

We are looking for a candidate with:

  • At least 2 years of experience as a Paraplanner with report writing experience
  • A sound technical knowledge that can be applied to all areas of financial planning
  • A professional, ethical, technical, and proactive approach to providing quality holistic advice
  • Excellent written and verbal communication skills, as well as organizational skills
  • A Diploma qualification as a minimum

Benefits include:

  • Competitive salary range of £40K - £50K per year
  • Bonus scheme
  • Flexi working arrangements
  • Gym membership
  • Life insurance
  • On-site parking