Specialist company providing a client file administration service to Financial Advisers and their businesses are actively looking for an experienced Paraplanner. A commercial role where the right candidate could become the Office Manager. The company was established out of a demand placed for a pre-network or business file checking facility - the firm offers a non-regulated service offering back office services for IFAs - across the board, wealth management, investment, pensions and corporate risks. Working with Advisers and their companies checking new business submissions for completeness of documentation and advice ensuring within the FCA guidelines and that business submissions are fully compliant. There is opportunity to gain shares.
Candidates must be experienced Paraplanners - ideally wants Diploma qualified or well on the way to being qualified. Negotiable on salary, market rate circa £35k.