Job Information

The company:

• A large, directly authorised boutique with a number of Chartered Independent Financial Advisers in their team
• Known for working ethically in partnership with clients in order to meet their short and long term objectives for wealth
• Growing at an exponential rate and able to offer extensive progression plans for the successful individual

The successful candidate:

• Preferably obtained Level 4 DipFA but some progress towards this is also accepted
• Must be highly computer literate, able to pick up new systems quickly, use research tools such as SelectaPension and having developed experience using systems such as First/Transact
• Extensive experience within an IFA as either an IFA administrator or a paraplanner, 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 platform

The opportunity:

• Well suited to local paraplanners who no longer want to commute to the city but are still wanting to reap the rewards
• Offering a competitive salary of up to £40,000 alongside an expansive employee benefits package
• Able to offer support to individuals wanting to study towards Chartered status and take on a client bank

Experienced paraplanners are invited to apply for this rare role. If your application has been successful in being shortlisted you will receive a call from us within 2 weeks.