Job Information

A highly prestigious boutique IFA business based in near Liverpool Street Station are looking for an experienced and qualified Senior Paraplanner with extensive knowledge of systems and products.

Having recently acquired further business, they are experiencing exponential growth and are in need of additional support to service their expanding book of clients.

The successful candidate:
• Must have obtained Level 4 DipFA, it is essential that the candidate is dedicated to studying for professional qualifications
• Must be highly computer literate, able to pick up new systems quickly and having developed experience using systems such as First/Transact
• Extensive experience within an IFA, processing new business and writing reports both from templates and bespoke
• Will be involved in client interaction, so it is essential they are professional, approachable and polished
• Vast knowledge of Pensions, Life and Investment products and platform

Due to the recent success of this firm there will be organic opportunities for progression, and there is a set out career plan for the successful candidate.

Please apply within if you have the relevant experience. If your application has been successful in being shortlisted you will receive a call from us within 2 weeks.