St Andrews
14 Apr 2018
19 Apr 2018
Contract Type
Full Time

Highly rated IFA firm in St Andrews recruiting a paraplanner for a brand new role

Your new company
A small but highly referred IFA in St Andrews is in the market for a Paraplanner. This is a newly created post and they are looking to start the successful candidate ASAP. They specialise in retirement planning, commercial finance, investments and other financial advice.

Your new role
As a Paraplanner, you will provide technical support to the financial planner by performing various duties. These include researching a number of pensions and investment products on behalf of the planner. You will write suitability reports to be submitted for the planner to present to clients. With time, you will have the opportunity to take on the role of trainee IFA. The planner has intimated that they will provide clients to service to help grow you earnings.

What you'll need to succeed
This role requires a qualified and experienced Paraplanner or Senior IFA administrator with experience in research and report writing. You possess a hard-working ethos and demonstrate excellent knowledge within the Financial Services market.

What you'll get in return
The successful candidate will receive a generous salary, reflective of your qualifications, your knowledge and your experiences. You will receive excellent administrative support from the well-established team. Furthermore, if you have the desire to eventually move into an IFA role, the client is willing to provide clients to service as they are in a healthy position.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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