Work For Us
Pharon are always seeking staff that will meet or can be trained to meet our exacting standards.
If you are already in the financial services industry, you will have passed, or be on your way to passing, the Diploma in Regulated Financial Planning.
If you have not been in our industry before you will need to demonstrate a good educational qualification in English and Mathematics.
Pharon has a well designed training programme, which has been proven to support new recruits on the path to Chartered Status.
Current Vacancies
Paraplanner
We are currently looking for an experienced Paraplanner with excellent communication skills and experience in writing complex financial planning reports on issues such as Inheritance Tax, Trusts, Pensions, Investments and Wealth Management.
This is a demanding role and will involve all aspects of supporting an Independent Financial Adviser in preparing and implementing financial plans for clients, assisting with client communication and follow-up and maintaining accurate and up-to-date client records. You will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.
Experience of using X-Plan, platform software and Microsoft Excel will be an advantage, but full training can be provided.
The candidate will ideally be at least Diploma (Level 4) qualified and preferably progressing towards or qualified to Advanced Diploma/Chartered (Level 6), although candidates who with experience who have not fully completed the Diploma may be considered.
This is a full time, office based employed role. The role comes with the potential of an annual discretionary bonus, pension scheme membership, group life and group income protection cover, and 25 days holiday plus bank holidays and an extra day off to celebrate your birthday. Salary is negotiable based on qualifications and experience.
To apply for the role please email our HR Director Robert Cragg r.cragg@pharon.co.uk enclosing your CV.
