Job Information

My client, an established firm of IFA’s are presently looking to expand their team by recruiting an experienced Para planner/administrator. The successful candidate must have previous financial office experience and be keen to progress with industry qualifications. Experience of working with platforms, in particular the AXA elevate platform.

Working for a small/medium sized IFA.

Qualifications

Ideally will be progressing toward diploma.

Experience

Must have experience in researching and drafting suitability reports for clients.
Minimum 3 years’ experience working within an IFA practice.
Good knowledge of pensions/investments and protection

Personal Attributes

Hard working
Ability to work under pressure
Motivated
Conscientious
Personable

In return the client is offering a salary to £28K, plus bonus and benefits and welcomes applications from suitably qualified and experienced candidates.