Job Information

The company

• A boutique multi-tied Financial Advisory firm with a strong reputation across the West Midlands
• Known for offering transparent and ethical advice and providing clients with innovative solutions
• Recruiting due to increased new business wins and strong levels of client retention

The ideal candidate:

• Possesses recent and extensive experience, working at an Independent Financial Planning business, processing new business and producing client packs
• Able to navigate systems such as Adviser Office/Intelligent Office and use platforms and wraps to obtain quotations
• It is essential the successful candidate has experience of writing suitability reports
• Must be committed to their own career progression and have demonstrated this through professional study

The opportunity:

• This role will involve supporting a talented IFA who is looking for a paraplanner they can mentor
• Paying a highly competitive salary of upwards of £35,000 for DipFA qualified candidates, and just below plus study support for those working towards this

If you have experience as listed above, please apply for this role, and all successful applicants will be contacted within 2 weeks of application.