Job Information

An independent firm of financial advisers is looking for an experienced para-planner based in Leeds.

Requirements:

• Experience of para planning role or senior IFA administration essential
• Knowledge of pensions, life and investment products
• Knowledge of Avelo desired but not essential
• Successful candidate must be self-motivated with abilty to work under pressure.
• Must have or be working towards DipFA level 4


Duties include:

• Researching and analysing data
• Compiling financial planning reports
• Supporting the IFAs


This is a great opportunity for an experienced candidate to work for a firm who value their staff and clients alike and will provide excellent opportunities for development.

If you are interested and feel that you fit the above profile please apply within and a consultant from Cameron James will be in touch within 2 weeks if your application is successful only.