Job Information

A national IFA firm with a strong presence in London are looking to add a para-planner to their growing team in the City. This is a fantastic opportunity to join a prestigious Financial Planning Practice, with a structured progression path.

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 national player within this industry, who offer a fantastic development plan and have strong employee satisfaction scores, look no further than here.

With a fantastic salary structure between £20,000-£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.