Adviser or paraplanner

We are a client-centric small Independent Financial Planning and Wealth Management firm with the opportunity for a new member of the team to work alongside the existing Advisers.

Ideal for an existing Adviser or for a Paraplanner who wants more client interaction, the main role will be to work alongside the existing Partners to provide technical support and to grow into the role of managing the client relationship.

We are looking for either a fully DipPFS qualified individual or someone who is very close to completion of the Diploma in Regulated Financial Planning.

IT skills required

Experience of Microsoft Word, Excel and Outlook good and accurate keyboard skills

Experience of using IFA software tools such as FE Analytics, IRESS and cash-flow modelling tools.

Personal skills required

Good standard of written and verbal communication