Job Information

A longstanding client I am working with at the moment is a well-established IFA firm in the west end, dealing with investments, pensions, employee benefits and wealth management.

They are looking to recruit a motivated and career ambitious Paraplanner to join an existing team of Paraplanner, supporting IFAs who deal with financial planning services to HNW and UHNW clients across the UK.

Required experience

• Holding a Diploma in Financial Advising (DipFA) or working towards completion.
• The ability to produce suitability reports for a number of advisers to be presented to the client.
• Providing the advisers with research on new and existing products.
• Been the second point of contact for the client or had client facing experience.
• Previous experience working in as a Paraplanner in an IFA environment.
• Experience using wrap platforms and back office systems such as Avelo.


The client is able to provide support and flexibility for candidates would like to progress with their professional qualifications in line with the candidates ambitions

If you have the relevant experience, then please APPLY NOW below and a consultant from Cameron James will be in touch.