Senior Paraplanner

James 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.