West Cumbria

An exciting opportunity has arisen within an expanding IFA organisation that is now looking for technically competent individual to augment their successful Paraplanner team.

This is a dynamic position within a reputable Financial Services firm who have grown significantly over the last few years, they have excellent growth plans for the future and the right individual will have the opportunity to develop internally.

You will be responsible for completing research and report writing as part of a successful team, whilst working alongside the firms IFA’s and liasing with clients on a daily basis. Other duties include pre sales administration including collation of data for the IFA prior to client appointments. You will be exposed to a wide range of regulated products including Pensions, Investments and Protection and complex wealth management cases.

The ideal candidate with have the full financial planning certificate and experience working as a Paraplanner in the Investment and Pensions market. You will be a driven and enthusiastic individual looking for a career change within a forward thinking and stable organisation.

Apply now!