Job Information

A boutique IFA firm with a team who have an average service time of 15 years are searching for an experienced and qualified paraplanner. As a business who are known for their client-centric approach and holistic services, this is an opportunity to join a firm with a strong reputation.

The successful candidate:

• Extensive experience supporting an IFA in all aspects of new business administration including creating client packs and setting up clients on systems such as Advisor Office/Intelligent Office
• Shows a commitment to obtaining DipFA, preferably with some exams already completed
• Organised, efficient and self-sufficient

You'll be involved in:

• Assisting the adviser in selecting recommendations for clients
• Able to chase providers and obtain quotations, produce valuations and write suitability reports where necessary
• Updating and maintaining the database

As a well-established firm with a strong reputation and team, this role is able to offer stability, a competitive salary (c.£30,000-£40,000), study support and long term career progression for the successful candidate.

It is imperative that applicants are experienced and local. If this applies to you please submit your CV and we will contact successful candidates within 2 weeks of application.