Job Information

The company:

• A large, directly authorised boutique with a number of Chartered Independent Financial Advisers in their team
• Their USP is a combination of their IFAs experience/knowledge base and their honest and ethical approach
• Looking to add a technical paraplanner to their team to support as the business grows and Advisers time is in higher demand

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 True Potential
• Extensive experience within an IFA as either an IFA administrator or a paraplanner, processing new business and writing reports both from templates and bespoke
• Vast knowledge of Pensions, Life and Investment products and platforms, Mortgage knowledge as well is a bonus

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
• A senior support role which could grow into management due to the levels of new business being written and the growth plans for this team

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.