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.