Job Information

The company:

• A boutique firm offering their clients ethical advice at a fixed fee to reduce any change of bias
• Established for over 15 years and have developed an exceptional proposition and client base
• Looking for a technical paraplanner to establish a new infrastructure for report writing

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
• 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
• An opportunity to fast-track your career by setting up a brand new system for processing client business.

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.