Job Information

My client is a boutique IFA practice based in the West End of London who are looking for paraplanners with experience supporting advisors on High Net Worth client cases. With the profile of this IFA firm being so prestigious, it is urged that candidates who are committed to advancing their studies apply. Candidate profile can be found below:

• 3 years' experience as a paraplanner within an IFA who deal with HNW clientele
• Experienced in producing portfolios, sitting in on annual reviews, rebalancing portfolios and producing suitability reports
• Fluent in their use of Avelo (Iress) and have strong grips on how to use the provider platforms (Novia, Skandia, Standard Life)
• Strong knowledge of pensions and investments
• Qualified to DipFA as a minimum and looking to become Level 6 qualified


Please note that this is an outstanding firm and this opportunity is truly rare. Due to the calibre of their client portfolio they are able to allow any staff exposure to interesting cases and will offer progression for the right candidate.

Due to the high calibre necessary for this position it is urged that candidates who do fit the above profile only apply for this position.

Those who have been succesfull can expect to be contacted within 2 weeks of applying.