Job Information

A financial management division of a global Financial Services firm are looking to add a para-planner to their growing team in the heart of Leeds 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 £20,000-£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.