Job Profile
An interesting opportunity has arisen for a qualified paraplanner to take up a varied financial services role within a small but thriving IFA. You will be required to look after all report writing, research and provide quotations to a busy IFA who has a thriving client base. The advice is holistic but concentrates on Investments and portfolio planning. Due to the nature of this busy bustling practice you will also be required to take up the diary management of the adviser and look after compliance issues. There are 2 other non-advised members of staff who will help with the administration. This is a genuine opportunity for a paraplanner to join a bustling friendly practice.

Applicant Requirements
You should have a good knowledge of the financial services industry and regulations ideally with a bias to investments, you should also be up to date with your knowledge of compliance issues. You must have a minimum of the FPC or equivalent and you will ideally be working towards further qualifications. Above all you should be a friendly and outgoing individual who can work well in a small team environment.

Company Profile
A bustling and long standing IFA practice based in Middlesex, North West London this client works predominantly on investment portfolio management to a solid and loyal client base built up over the last 25 years trading.