Job Information

A flourishing IFA practice in Enfield of North London are looking to add a talented and driven Paraplanner to their team. The candidate would be responsible for providing a full Paraplanning service across individual planning, research, report writing and liaising with the Independent Financial Advisors.

Person Specification:

• Producing reports with valuations and research for various Independent Financial Advisors which are presented to clients.
• Experience in producing suitability reports.
• The ideal candidate will have knowledge about investments, pensions and life insurance.
• Liaising with clients over the phone and attending client meetings with an Independent Financial Advisor.
• Producing portfolio valuations and summaries for the Independent Financial Advisors.
• Experience in systems such as; Avelo, Adviser Network, Intelliflo.
• Candidates will have either completed R01/CF1/FPC.


There is also an opportunity to progress with your professional qualifications with the full support of the firm to Chartered Financial Planning status.

This is an opportunity for a high calibre individual to join a progressive and unique IFA firm wth a bespoke approach to managing clients' assets and is therefore an exciting role with varied responsibilities and opportunities for development.

If you fit the above profile only and are interested in joining this exceptional business please apply within and a consultant will be in touch with successful applicants.