Job Details

Trainee Paraplanner / Experineced IFA Admin - London

Sector:Financial Services

Region : Greater London

Location: London

Salary: £20,000-28,000 + benefits

Job Ref.: SL:TRWLPPWV

Job Information

A boutique IFA practice in London are looking to add a paraplanner to their busy and vibrant office. This business are looking for someone who has experience at the administrative side of a Wealth Management business and is interested in taking the next step towards becoming a paraplanner.

The ideal candidate will be as follows:

• DipFA Qualified or interested in doing the examinations
• 3 years’ experience as an IFA Administrator at a chartered IFA firm or consultancy rather than a bank/provider
• Highly experienced in writing valuation reports and suitability letters
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems such as Avelo, as well as being highly IT literate
• 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-£28,000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

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