A specialist IFA business, specialising in providing advice via a NHS contract for Dentists, based in central Birmingham are looking for an experienced Paraplanner with extensive knowledge of systems and products. This progressively expanding firm are growing and are in need of additional support to service their clients.
Working closely with the team of 5 IFAs, the successful candidate will research products and funds, and produce reports.
The successful candidate:
- Either obtained or working towards their Level 4 DipFA
- Must be highly computer literate, able to pick up new systems quickly and having developed experience using systems
- Extensive experience within an IFA, processing new business and writing reports both from templates and bespoke
- Solid knowledge of Pensions, Life and Investment products and platforms
The firm is currently going through a period of growth which will inevitably result in organic opportunities for progression, and there is a set out career plan for the successful candidate.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.