IFA Paraplanner - Castle Wealth Ltd : Job Details

A successful IFA business with a fantastic reputation are looking to add a para-planner to their growing team in Ford End, Chelmsford, Essex.

The ideal candidate will be as follows:

DipFA Qualified or interested in doing the examinations

• 2 years experience as a paraplanner in a similar role
• Highly experienced in writing reports and suitability letters
• Strong technical knowledge of pensions, life and investment products
• Experience using platforms and back office systems
• A keen eye for detail and administrative experience
• A good understanding of IFA Compliance procedures

The role will include a mixture of working from home / office, where suitable and requested.

A competitive salary and bonus structure is offered, between £35,000-£45,000 dependent on experience and qualifications. In addition to other staff benefits, including Christmas closure.