Paraplanner

James Phillip are currently recruiting for a modern investment house and stockbroker. Who through organic growth are looking to recruit a Paraplanner into their existing team. All Paraplanners considered, whole of market or tied.

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.

Promoting within roles within 24 months include advising and stock broking.

Salary range for the Paraplanner is £40k - £50k (depends on experience) plus attractive benefits package including bonus, company pension, death in service, study support.

Job Role:

• To provide full technical support
• Undertake in depth reviews of client portfolios and compile review reports
• 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, ideally with an investment bias, although all will be considered.
• Is professional, ethical, technical and proactive in their approach to providing quality advice
• Diploma qualification as a minimum. Will consider a candidate working towards the Diploma however salary will reflect this.

Please forward a CV for further details.