Job Details

IFA Administrator / Paraplanner - West End, London

Sector:Financial Services

Region : Greater London

Location: London

Salary: £20,000-35,000 + benefits

Job Ref.: SL:TRWLPPWV

Job Information

A well known IFA business with a prestigious name in the business are looking to add a para-planner to their growing team in the West End of London This is a rare opportunity to join a reputable Financial Planning Practice, in a role that can definitely lead to an advisory position.

The ideal candidate will be as follows:

• Have completed R01 or CF1 as a minimum, but preferably well on their way to DipFA
• 3 years’ experience as an IFA administrator or PA to an IFA at a chartered IFA firm or consultancy rather than a bank/provider
• Have experience writing bespoke valuation reports and suitability letters
• Experience in submitting and processing new business
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems such as Avelo or XPLAN
• Interested in roles which would support progression to advisor level
• A keen eye for detail and administrative experience


If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between Β£20,000-Β£35,000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Please apply either within and a consultant from Cameron James will be in touch.