Salary £27k - £31k

Location: Staverton

James Phillip Financial Services are working with a UK Top independent Chartered Accountant and Business Adviser brokerage, who are renowned for real specialism.


They have a unique opportunity for a Investment review Paraplanner to provide full review process support to the Financial Planning Department.

In return a competitve salary and benefit package can be offered.

The Responsibilities

To provide annual/half-yearly reviews for all active clients.This includes reviewing the individual funds held and potentially revisiting the wrapper structures.Any supporting paperwork and/or keying of data will also need to be completed.

To review any relevant ad-hoc fund changes affecting clients and make recommendations accordingly.

To process fund switches recommended by the other member of the review team, checking all paperwork to ensure it matches the recommendations.

To contribute to the production of the Fund Booklet (produced on a quarterly basis).

Quarterly updating of management data spreadsheets.

To meet with investment houses on an ad-hoc basis to ensure the team has up to date information on fund changes and launches.

To complete ad-hoc projects, as and when required by the team.

In addition, as part of a small team, you will be required to help cover phone calls, make consultant appointments and generally support other members of the team to ensure an efficient and effective working environment is maintained.

The Person - Skills & Qualifications

At least three years Financial Services Experience is essential.

Working towards CFP qualification is desirable.

Good working knowledge of Microsoft Word and Microsoft Excel are essential.

Accuracy, a methodical approach and a keen eye for detail are all essential.These skills are critical to the role and cannot be stressed enough.

Compliance knowledge is essential.

Enthusiastic and positive attitude and ability to use own initiative.

A willingness to take on extra responsibility and tasks.

High degree of flexibility - able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to deadline.

Good typing skills are essential.

Personal Effectiveness (i.e. influence, managing change, resilience, initiative, adaptability, energy, integrity, analysing and solving problems, team work, communication - written and oral).

As part of a small team, a 'team approach’ is essential.Appreciation of each team member’s role and input is important.

Required skills

  • Financial Services
  • Investment
  • Paraplanning
  • Sales Support

Application question

Three years financial services experience in a brokerage?

Reference: 34859276

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