Job Information

A long standing IFA firm with a strong presence across the Hertfordshire area are looking to add a paraplanner with extensive knowledge of systems and products.

Due to internal promotions and client retention, this business is in need of further technical support for their advisors.

The successful candidate:

• Preferably 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, use research tools such as SelectaPension and having developed experience using systems such as First/Transact
• Extensive experience within an IFA as either an IFA administrator or a paraplanner, 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

This is an excellent opportunity for a paraplanner looking to expand their skillset and experience a larger operation. The role is paying a highly competitive salary and will offer long term progression due to the organic growth this firm has been experiencing.

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.