James Phillip Financial Recruitment have just taken on a new client, highly successful IFA practice and looking to expand further. They are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature.
- Prepare suitability letters in accordance with the agreed recommendations.
- Complete application/proposals forms where required.
- Ensure all compliance paperwork is in order.
The successful candidate will be Diploma qualified and will be looking to advance their status in the coming years. The brokerage is happy to pay for any relevant exam study material. You will have:
- Excellent interpersonal skills, both oral and written.
Salary based on experience and qualifications. However will be market leading.
You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.
Paraplanner, paraplanning, senior paraplanner, technical analyst.