Job Information

A highly prestigious boutique IFA business based in central Birmingham are looking for an experienced and qualified Senior Paraplanner with extensive knowledge of systems and products. This progressively expanding firm have grown and are in need of additional support to service their clients.

The successful candidate:

• Must have obtained Level 4 DipFA, it is essential that the candidate is dedicated to studying for professional qualifications
• Must be highly computer literate, able to pick up new systems quickly and having developed experience using systems such as First/Transact
• Extensive experience within an IFA, processing new business and writing reports both from templates and bespoke
• Will be involved in client interaction, so it is essential they are professional, approachable and polished
• Vast knowledge of Pensions, Life and Investment products and platforms

The firm is currently going through a period of growth which will inevitably result in organic opportunities for progression, and there is a set out career plan for the successful candidate.

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.