Job Details

Chartered Paraplanner - West End London IFA

Sector:Financial Services

Region : Greater London

Location: West End

Salary: £35,000-£50,000

Job Ref.: SL:CHDPPLDN

Job Information

A top IFA firm who are currently disrupting the market with their innovative approach to Financial Planning are looking to add a Chartered Paraplanner to be the technical lead of their London office.

The ideal candidate will have the following profile:

• 3 years' experience as a qualified paraplanner working at an independent firm (not a network, tied firm or bank)
• Strong knowledge of Avelo and experience of using systems similar to Voyant
• Experienced in writing suitability reports without templates and pulling together valuations for recommendation
• Happy to take on a leading role within the office, able to answer technical queries from more junior administration staff
• Mathematically minded with a good academic background
• DipFA Qualified + AF3 essential, preferably chartered but if not at least halfway towards this


In return, this company offers uncapped progression opportunities and the opportunity to work with unique HNW clientele.

A highly competitive salary is on offer with this position, with a salary band of £35,000-£50,000 dependent on experience, a pension contribution and full study support.

A high degree of flexibility is on offer with this role. The right candidate will be able to choose if they want to work full or part time and hours can be amended to fit in with family commitments.

This company have a reputation as a warm, open and dynamic environment to work in and due to the high calibre of candidates required it is strongly advised that those without the above qualities do not apply.

If you are interested in pursuing this opportunity please apply within and a consultant from Cameron James will be in touch.