Salary c£35,000 – £40,000 dep on experience + bens (part hybrid)
Leicester City Centre (Our Ref AL1177)
My client is an established IFA which is part of a global group and provides advice on life assurance, pensions, wealth management and healthcare. With a mix of group pensions (for auto enrolment) and also individual business, their clients tend to be at retirement, approaching retirement or in drawdown. They also have a healthy mix of investment clients (ISAs, GIAs etc).
They are now looking for an experienced paraplanner, level 4 qualified, with the potential to move into an IFA role over the next 2 or 3 years ideally (but not a pre-requisite). Ideally the candidate should have a minimum of 5 years industry experience.
You will provide full Director Level Paraplanning support to 2 IFA’s and experience of Intelligent Office will be an advantage.
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