Job Profile
Our client is a well respected holistic IFA practice based in the midlands. They were established almost 25 years ago and deal with corporate and individual business including pensions, investments, protection and general financial planning. An exiting opportunity has arisen for a paraplanner to join the Leicester office to provide one to one support to a holistic financial consultant. Responsibilities will include product research, compilation of suitability reports, obtaining illustrations and valuations as well as some aspects of business processing and query resolution for clients and product providers.

Applicant Requirements
The successful applicant will ideally have parts of the FPC qualification or equivalent with experience working as either a paraplanner or Financial Planning Administrator. For candidates with minimal paraplanning experience, training will be provided. In return this client will offer a competitive salary and long term career.

Company Profile
IFA Practice who specialise within the full range of financial services products, also specialise in SSAS & SIPP's schemes.