Job Information

Our client is a highly-regarded and vastly expanding boutique IFA practice based in the heart of High Wycombe. With an outstanding reputation in the Buckinghamshire County they have acquired an influx of new clients and are looking for further administrative and technical support in the form of either a Paraplanner or Senior IFA Administrator.

Candidate profile below:

• Either DipFA qualified or studying towards (candidates looking for the top end of the salary bracket must have Diploma)
• Experienced in writing suitability reports from a template across pensions, life and investment recommendations
• Possesses a good level of knowledge on FCA regulation and compliance requirements
• Able to process new business using systems such as Avelo/First, Intelligent Office or Intelliflo
• Computer literate, organised and professional. Able to work well in a small team


This is truly an exceptional role with an opportunity to be exposed to a wide variety of clients and assist talented advisors who are at the op of their field. As such, this company encourages the academic and professional development of their employees and will provide full study support.

The management at this company are second to none and the team is friendly, warm and accepting. The salary on offer is competitive and will depend on experience but ranges between £20,000-£32,000 with benefits.

Applicants who fit the above profile are urged to apply and those who are successful will be contacted within 2 working days.