Job Information

A regional IFA practice with a strong presence in Hertfordshire are looking for two experienced professionals to join their team of Paraplanners and Administrator. The ideal candidate will have recent experience as a paraplanner or IFA administrator.

The role will involve project work and ad-hoc paraplanning support to a number of advisors, the successful candidate will need skills in:

• New business processing, valuations and a special consideration will be given to candidates with skills in suitability report writing
• Obtaining quotations using platforms and wraps
• CRM systems knowledge (e.g. Intelligent / Adviser Office)
• Experience in supporting an IFA - this role does not suit candidates from banking/provider backgrounds
• Excellent telephone manner, strong organisational skills
• Preferably partway through DipFA (ideally have completed R01 and one other exam towards the Diploma)

As a result, the company are offering a competitive salary, excellent benefits package and full study support.

If you have the skills described and are looking to join an elite firm and support talented Independent Financial Advisers then please apply within.

Successful candidates will be contacted within 2 weeks of application.