Job Information

A highly prestigious boutique IFA business based in Wolverhamptom are looking for an experienced Paraplanner with extensive knowledge of Suitability Reports and "Reason Why" letter writing. This progressively expanding firm have grown and are in need of additional support to service their clients.

The successful candidate:

• Either obtained or working towards their Level 4 DipFA, it is essential that the candidate is dedicated to studying for professional qualifications
• Extensive experience within an IFA, processing new business and writing reports both from templates and bespoke
• Vast knowledge of Pensions, Life and Investment products and platforms
• Experienced in using systems such as First/Transact

This is a company that Cameron James have worked with extensively, and can recommend as a great place to work and a firm with a sense of integrity and community.

Known for having a meritoctratic culture, the successful candidate can expect a salary between £25,000 and £32,000 dependent on their qualifications and experience.

Please apply within if you have the relevant experience. If you application has been successful in being shortlisted you will receive a call from us within 2 weeks.