Job Information

A well-known IFA firm with a strong presence across Cheshire are looking to add either an experienced IFA administrator or a part-qualified Paraplanner to their growing team.

The successful candidate will have skills in:

• Templated suitability report writing, client pack completion and a sound understanding of Financial Planning products
• Experience supporting an IFA on a technical level, with a competent knowledge of compliance and FCA regulation
• High IT literacy with experience using systems such as Avelo (Adviser Office)/Intelligent Office/XPLAN
• A professional and polished demeanour, able to confidently liaise with UHNW clients, providers and internal stakeholders
• DipFA qualified is ideal, however some progress towards this would be considered

This is a fantastic role to work for a firm paying highly competitive salaries, bonuses and with full support and progression opportunities.

If you fit the above criteria, please apply within.