This well-established and highly successful IFA business based in Cambridge is now seeking a Paraplanner to provide assistance to their 2 high producing IFA’s in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered (free-form report writing). Due to the Clients specific requirements only candidates with previous or present active report writing /paraplanning skills and full CertPFS qualifications (ideally progress towards DipPFS) will be considered for this role. You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.
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