Job Details

Paraplanner / Senior IFA Administrator - Bradford

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Bradford

Salary: £25k - £30k + bonus + pension + study support

Job Ref.: JRPPBD1

Job Information

An independent firm of financial advisers is looking to recruit an experienced para-planner to start immediately. Competitive salary and benefits are offered, and the successful candidate will have opportunities for advancement within the sector.


Requirements:

• At least 2 years’ experience in a para planning role or as a senior IFA administrator
• Ideally qualified to Level 4 DipFA or above, working towards level 6
• Experienced in writing suitability letters and creating reports for pensions, life and investments
• Knowledge of Avelo desired but not essential
• Successful candidate must be self-motivated with abilty to work under pressure.


Duties include:

• Researching and analysing data
• Compiling financial planning reports
• Prospecting new clients, qualifying leads and ensuring business targets are met.
• Quantifying and analysing clients existing investments


This boutique IFA are outstanding in their reputation and are known for progressing from within. Due to their meritocratic nature there is a company bonus on offer as well as a pension scheme and other benefits.


This company also support all professional development and will sponsor the successful candidate to Chartered Status.


If you are interested and feel that you fit the above profile please apply within and a consultant from Cameron James will be in touch within 2 weeks if your application is successful only.