Job Information

A highly commended and up-market IFA practice based near Holborn station are looking for a DipFA qualified and technically minded paraplanner.

The successful candidate will have skills in:

• Suitability report writing, valuation processing, client fact find gathering and a sound understanding of niche Financial Planning products
• Experience supporting an IFA on a technical level, with a competent knowledge of compliance and FCA regulation
• A strong work ethic and an ability to support and train administrators who are looking to step up into a paraplanning role
• A professional and polished demeanour, able to confidently liaise with UHNW clients, providers and internal stakeholders
• DipFA qualified is ideal, however some progress towards this would be considered

This is a fantastic role to work for a firm paying highly competitive salaries, bonuses and with full support and progression opportunities.

If you fit the above criteria, please apply within.