James Phillip are currently recruiting for a modern Chartered Wealth Management company who through organic growth are looking to recruit a Senior/Chartered Paraplanner to work directly for the MD.

My client describes it as a great working environment, relaxed with some great attractions. Hybrid working arrangement when the MD is not in the office along with some travel to their office in Hereford.

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 £50k - £61k (depends on experience and qualifications) 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
• 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 3 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
• Excellent written/verbal communication as well as organisation skills
• Diploma qualification as a minimum, ideally on way to or are Chartered