Jobs from James Phillip Financial Recruitment

James Phillip Financial recruitment are working with a local Chartered Wealth firm looking for a Portfolio Manager to join their expanding team. Working closely with the Deputy CIO, you will lead the construction, implementation, and evolution of my clients model portfolio proposition. You will play a central role in translating macroeconomic views into actionable portfolio decisions, while helpin

James Phillip Financial Recruitment are working with one of Northamptons biggest IFA firms. Through expansion (new Chartered adviser) they are looking for an experienced Paraplanner to join the team. The Paraplanner will work closely with a Chartered adviser and the support team to develop comprehensive financial plans for their clients. The ideal candidate will have a strong understanding of fina

James Phillip Financial recruitment are working with a local Chartered Wealth firm looking for a Portfolio Manager to join their expanding team. Working closely with the Deputy CIO, you will lead the construction, implementation, and evolution of my clients model portfolio proposition. You will play a central role in translating macroeconomic views into actionable portfolio decisions, while helpin

James Phillip Financial Recruitment are working with a local Chartered Wealth firm looking for an exceptional candidate to take over a book of clients from a retiring adviser. Great opportunity to learn the role and about the clients with the adviser. Duties Attending meetings with WM and keeping accurate records to ensure that the clients’ files are kept fully up to date and where applicable, att