Job Information

A boutique Wealth Management firm based in Wimbledon with exciting plans for expansion 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:

• DipFA qualified or near to would be ideal for this position
• 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 £30000-45000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Due to the high calibre of candidates being considered for this post it is highly advised you do not apply unless your experience matches the above.

If you wish to apply please either do so within or on our website and a consultant from Cameron James will be in touch.