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SalaryJames Phillip Financial Recruitment are working with one of our best clients, Chartered brokerage looking for a senior/experienced Paraplanner to join the team. My client describes it as a great working environment, relaxed, with everyone sharing ideas in an open plan office.
This is an ideal opportunity for a Paraplanner who is looking to play an integral part of a well-respected practice that recognises and rewards success and commitment.
Office based, working alongside the MD.
- To provide full technical support
- Undertake in depth reviews of client portfolios and compile review reports
- Happy to get involved in all aspects of financial planning
- Get to know all the clients for a first class service
Career progression (if you wish) to advising, hybrid Paraplanning/advising role to start or my client is happy with a career Paraplanner.
We are looking for someone who has high ethical principles and ideally working towards the Chartered qualifications. Must be diploma qualified as a minimum
Salary £46k - £55k plus excellent benefits plus quarterly bonuses.
- 9-5 Monday to Friday with an hour lunch
- Holiday 25 days + bank holidays
Please apply for further details.
