This job has expired


Optima Recruitment
Closing date
23 Jul 2021

View more

Contract Type
You need to sign in or create an account to save a job.
An exciting opportunity has arisen with a North London based Chartered IFA practice for a client facing Paraplanner.

Job Description:

* Attending meetings with IFA and being a point of contact for clients

* Report writing and correspondence

* Dealing with pension switches and investment products

* Offering technical paraplanning support pre and after sale

* Fact finds and research

* Taking notes at meetings

* Using Intelligent Office extensively

Person Specification:

* Level 4 Diploma qualified Paraplanner with at least three years' experience in the right

* An excellent communicator, smart and personable; comfortable attending meetings with clients

* A team player who works well with Advisers and support administrators

* Great attentive to details

* This role will suit a "career paraplanner" or somebody wishing to work towards advising

Additional Information:

* Based in North London, likely to involve some remote working

* Salary range: £40-50,000

* Study support to continue towards Chartered status, if desired

* Monday - Friday 9-5.30

* 20 days holiday but on top of that the office is closed from 23rd Dec to first working day back in January

* Work place pension scheme

* 8 x DIS

* NHS cash plan scheme

* Holiday and pension contribution increase with length of service

Please note; Due to the large number of applications that we receive, if you have not had a response within 7 days, please assume that you have been unsuccessful on this occasion.

Follow us on Twitter or join our Facebook community by clicking 'Like' on our Optima Recruitment Ltd page. Be the first to see our jobs as well as useful information about the job market, CVs and interviews.

Optima Recruitment acts as both an 'Employment Agency' & 'Employment Business' providing recruitment services throughout Surrey
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert