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Experienced Financial Planning Professional
2 months ago
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 be responsible for providing technical support, undertaking in-depth reviews of client portfolios, and compiling 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
The ideal candidate will have:
- 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
- Excellent written and verbal communication skills, as well as strong 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
