It’s rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (there’s opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team.

Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired).

This is an environment where you’ll be looked after. Where clients’ interests genuinely matter and they are treated as they should be.

You’ll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home.

Responsibilities will include:-
• Paraplanning and administrative support, as required
• Create comprehensive and compliant suitability reports
• Use research tools to analyse data and provide solutions to meet clients’ needs and objectives
• Work collaboratively with the team to support client outcomes
• Build and maintain relationships with clients
• Liaise with providers to obtain information