We recognise that in order to provide consistent high quality service to our clients, we need to employ dedicated professional staff whose personal values are aligned with the Company aims and values. We are a specialist team and we expect high standards in terms of skills, attributes and behaviours from all of our employees.

In return we provide excellent levels of remuneration and a comprehensive benefits package commensurate with working for a progressive organisation.

We are always interested in receiving applications from candidates who can match our standards, and any such speculative enquiries should be directed to Antonia Simpson (antonia.simpson@jonathanfry.co.uk).

Vacancies based in Richmond, North Yorkshire:

Paraplanner\Client Manager (Financial Planning)

jonathanfry plc is a leading expert in independent high level financial solutions, based in Richmond, North Yorkshire and London.

The Company is looking to expand its team of Client Managers, the role of which is primarily to work with financial advisers to administer the affairs of predominantly higher net worth clients. This will include accurate record keeping and administration, preparing valuations and working with advisers and investment managers.  You will need to be competent at report writing and able to demonstrate knowledge of both financial and investment planning and awareness of financial markets.

To be successful as a Client Manager you will have achieved a First or 2:1 degree. You may have continued your studies through Financial Services qualifications, or be working towards these. You will have the ability to correspond concisely, articulately and professionally with clients, both verbally and in writing.

You may be an experienced Client Manager or Paraplanner, or you may be new to the role and keen to start a career within the financial sector, able to demonstrate the high standards of competence and behaviour expected in the role.  Experience of 1st software an advantage.

Applications should be made in the first instance to Antonia Simpson (antonia.simpson@jonathanfry.co.uk).