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Paraplanner role & a senior Sales support role - Same Client

James Phillip Financial Recruitment
Posted 6 days ago, valid for 17 days
Location

Ipswich, Suffolk IP15BH, England

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • James Phillip is recruiting for a Paraplanner and a Senior Sales Support due to organic growth within a modern IFA firm.
  • The Paraplanner position offers a salary range of £37K - £41K, depending on experience, along with an attractive benefits package.
  • Candidates for the Paraplanner role must have at least 2 years of experience and a diploma qualification as a minimum.
  • The Senior Sales Support role has a salary range of £27K - £31K, requiring ideally two years of experience in an IFA brokerage.
  • Both positions offer a hybrid working model, starting with one day a week and increasing to two days after probation.

James Phillip are currently recruiting for a modern IFA who through organic growth are looking to recruit a Paraplanner and a Senior Sales support into their existing team.

Two separate positions.

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 for the Paraplanner is £37K - £41k (depends on experience) plus attractive benefits package including bonus, company pension, death in service, study support. Hybrid working starting at a day week rising to two days after probation.

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 years 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
  • Diploma qualification as a minimum

The Senior sales support role has a salary range of £27k - £31k.

Ideally you will have two years experience working in an IFA brokerage. Covered new business submission, valuations and used Intelligent Office.

Please forward a CV for further details.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.