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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.
