Job Details
Paraplanner
Sector:Financial Services
Region : Greater London
Location: Holborn
Salary: £30,000-£40,000
Job Ref.: SL:IFAADMFNCH
Job Information
A well-known premium IFA practice based near Holborn station are looking for an experienced Paraplanner to support their growing team.The successful candidate:
• Extensive experience supporting an IFA in all aspects of new business administration including creating client packs and setting up clients on systems such as Advisor Office/Intelligent Office
• Able to chase providers and obtain quotations, produce valuations and write suitability reports
• Organised, efficient and self-sufficient
• Partway through DipFA and shows a commitment to becoming Chartered
• Candidate must live in North London - location is vital to the client.
As a well-established firm with a strong reputation and team, this role is able to offer stability, a competitive salary (c.£30,000-£40,000), study support and long term career progression for the successful candidate.
It is imperative that applicants are experienced and local. If this applies to you please submit your CV and we will contact successful candidates within 2 weeks of application.