Premier Jobs UK Limited
18 May 2017
16 Jun 2017
Contract Type
Full Time

Are you a Paraplanner keen to join a respected IFA firm providing specialist advice to teachers, doctors and other professionals?

The Company

The parent company of our client is a firm of respected Chartered Accountants with offices across the South West. They are directly authorised offering full independent financial advice, specialising in financial planning services to teachers, doctors and other professionals throughout the UK with their IFA’s based in their offices and working remotely across the UK. Due to continued increase in business levels, they are keen to develop their support team by recruiting another Paraplanner.

Roles and responsibilities

The business provides independent financial planning advice to teachers, doctors and other professionals. As a Paraplanner, your duties will include: undertaking research based on the clients’ needs; developing standard letters to the client to suit the recommendations made; and liaising with the Financial Advisers to ensure tasks are organised / undertaken within a compliant manner and timeframe. You will be aided by their team of Administrators.

Requirements to be considered

In order to be considered for this role, you must be able to understand and develop suitability letters. Ideally, you should have experience as a Paraplanner and be Level 4 Diploma qualified, however they will consider candidates with lesser experience / qualifications (such as a Senior Administrator and/or working towards DipFA).


  • Salary of £22,000 - £30,000 dependent upon experience and qualifications
  • You will be joining a current support team of 4 Paraplanners and 6 Administrators support
  • Office based role with free car parking onsite
  • Joining an acknowledged IFA division within a Chartered Accountancy firm



Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.