Job Details
IFA Administrator / Paraplanner - Devon (Dartmouth)
Sector:Financial Services
Region : South West England
Location: London
Salary: £20,000-35,000 + benefits
Job Ref.: SL:TRWLPPWV
Job Information
A vastly expanding Dartmouth based IFA business with a fantastic reputation are looking to add a para-planner to their growing team. This is a fantastic opportunity to join a prestigious Financial Planning Practice, in a role that can definitely lead to an advisory position.The ideal candidate will be as follows:
Have completed R01 or CF1 as a minimum, but preferably well on their way to DipFA
3 years experience as an IFA administrator or PA to an IFA at a chartered IFA firm or consultancy rather than a bank/provider
Have experience writing bespoke valuation reports and suitability letters
Experience in submitting and processing new business
Strong technical knowledge of pensions, life and investment products
Experience using wrap platforms and back office systems such as Avelo or XPLAN
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 Β£20,000-Β£35,000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.
Please apply either within and a consultant from Cameron James will be in touch.