Job Details
Paraplanner with DipFA - Amersham
Sector:Financial Services
Region : South East England
Location: Amersham
Salary: £30,000-45,000 + benefits
Job Ref.: SL:AMSHPPDIP
Job Information
A boutique IFA practice in Amersham are looking to add a Diploma Qualified para-planner to their team, in a role that is designed to progress to a Financial Advisor. This firm have a fantastic reputation for being disruptive in the market and working within a more modern approach.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
The successful person will be able to inherit a mature and well-established client bank once Chartered and this therefore means earning potential is oustanding.
If you are interested in joining a dynamic team with high employee satisfaction and outstanding opportunities for progression and you have the relevant experience then this is the role for you.
With a fantastic salary structure between Β£30000-45000 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.