Experienced Paraplanner

Accounts Admin, Accounts Assistant, Credit Controller, Commercial
£30,000 to £45,000 Per Annum
Contract Type:
Closing Date:

The ideal candidate will be as follows:

  • DipFA Qualified and considering becoming chartered as a minimum
  • 3 years’ experience as an paraplanner or PA to an IFA at a chartered IFA firm/consultancy rather than a bank/provider
  • Have experience writing bespoke valuation reports and suitability letters and producing high-level research
  • Experience in submitting and processing new business as well as outting together portfolios
  • Strong technical knowledge of pensions, life and investment products
  • Experience using wrap platforms and back office systems such as Avelo or XPLAN
  • Interested in roles which would support progression to advisor level
  • A keen eye for detail and administrative experience

If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between £30000-45000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Please apply either within and a consultant from Cameron James will be in touch.

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