Job Information

A national IFA practice who are currently growing their West Midlands offering are looking to add senior paraplanners to their existing teams across Solihull, Wolverhampton, Birmingham and Staffordshire.

The ideal candidate will be as follows:

• DipFA Qualified and considering becoming chartered as a minimum
• 3 years’ experience as an paraplanner or PA to an IFA at a chartered IFA firm/consultancy rather than a bank/provider
• Have experience writing bespoke valuation reports and suitability letters and producing high-level research
• Experience in submitting and processing new business as well as outting together portfolios
• 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 £25,000-£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.