Job Information

A prestigious boutique firm with a strong presence in the West End of London are currently recruiting for an experienced Paraplanner or IFA Administrator.

The successful candidate:

• Experienced using systems such as First/Intelliflo/Transact
• Able to write suitability reports, process new business, collate product research across platforms such as Aviva, L&G, etc.
• Has knowledge of pensions, life and protection & investments and is able to speak intelligently with clients and providers on these
• Computer literate, professional, credible
• Preferably DipFA qualified if looking for a Paraplanner position, or working towards this if an IFA administrator

The company:

• A professional, yet friendly and approachable firm of Financial Planners, working to speak to clients without jargon and give high quality advice
• A supportive environment which encourages further professional study
• A growing business, which will lead to organic opportunities for progression
• A meritocratic environment, paying competitive salaries for good quality candidates (£25,000 + for administrators, up to £40,000 for DipFA qualified paraplanners)

If you fit the criteria for the ideal candidate above, please apply within.

Should you application be successful we will contact you within 2 weeks.