Job Information

A small and highly successful IFA business with a fantastic reputation are looking to add a para-planner to their growing team near Cardiff.

The ideal candidate will be as follows:

• DipFA Qualified or interested in doing the examniations
• 3 years’ experience as a paraplanner at a chartered IFA firm or consultancy rather than a bank/provider
• Highly experienced in writing valuation reports and suitability letters
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems
• Interested in roles which would support progression to advisor level
• A keen eye for detail and administrative experience

If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between £20,000-£30,000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Please apply either within and aconsultant from Cameron Jameswill be in touch.