Leave us your email address and we'll send you all the new jobs according to your preferences.

IFA Paraplanner

Posted 10 days 15 hours ago by Castle Wealth Ltd

£35,000 - £45,000 Annual
Permanent
Not Specified
Other
Essex, Chelmsford, United Kingdom, CM1 1
Job Description

A successful IFA business with a fantastic reputation are looking to add a para-planner to their growing team in Ford End, Chelmsford, Essex.

The ideal candidate will be as follows:

DipFA Qualified or interested in doing the examinations

  • 2 years experience as a paraplanner in a similar role
  • Highly experienced in writing reports and suitability letters
  • Strong technical knowledge of pensions, life and investment products
  • Experience using platforms and back office systems
  • A keen eye for detail and administrative experience
  • A good understanding of IFA Compliance procedures

The role will include a mixture of working from home / office, where suitable and requested.

A competitive salary and bonus structure is offered, between £35,000-£45,000 dependent on experience and knowledge. In addition to other staff benefits, including Christmas closure.

Email this Job