Job Information

A boutique IFA based in Solihull are looking to recruit a paraplanner to support with report writing, research and processing of client records.

Due to exponential growth and client retention, this business have two open vacancies for candidates with experience at a comparable business.

The ideal candidate:

• Possesses recent and extensive experience, working at an Independent Financial Planning business, processing new business and producing client packs
• Able to navigate systems such as Adviser Office/Intelligent Office and use platforms and wraps to obtain quotations
• It is essential the successful candidate has experience of writing suitability reports but candidates with experience using templates only will certainly be considered
• Must be committed to their own career progression and have demonstrated this through professional study

The company:

• With the back office support of a national firm and the feel of a family owned business, this is an exceptional working environment
• Full study support including days off for exams and revision, study materials and exams paid for
• An expanding client base and opportunities for progression

This is an outstanding role at a firm that is very well known in the area, and is an opportunity for a senior IFA Administrator to make the move towards paraplanning.

If you are an experienced IFA sales support professional or a junior paraplanner you are encouraged to apply for this rare role.