Job Information

This is an opportunity to work at a firm of Chartered Financial Planners (IFA) who have a reputation for developing their staff.

The role will involve supporting the paraplanners and IFAs in completing their administration in order to service the clients, whilst training to become a Chartered Planner yourelf.

Candidates from a Financial Services Administration background OR recent graduates with strong academics are suitable for this opportunity. Experience required includes:

• 1 years’ experience working as an administrator at a Financial Services company OR
• Educated to degree level or higher with a minimum of a 2.1 in a mathematical subject
• A true passion for Financial Services with strong communication skills
• Well presented, polished and living in the West Yorkshire region


Training will be provided as well as study support for those who wish to study for Financial Services qualifications towards becoming a qualified Independent Financial Advisor.

The firm offer a competitive starting salary, with the opportunity to progress very quickly within the company.

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 has been successful.