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LANDMARK IFA is looking for employees for positions:
paraplanner
paraplanner
Responsibility
landmark IFA Ltd – Paraplanner, Stamford Full time
landmark IFA, a Wealth Management firm based in Stamford is looking for a Paraplanner to join their busy team in Stamford, supporting a large team of professional advisers
the successful candidate will be required to complete a 6 month probationary period, leading to permanent offer of employment. You will need to be flexible, self-motivated and be able to work as part of a team
the hours of work are 9.00am-17:00pm working in our Stamford Office
administration Manager
Requirements
level 4 Diploma qualified
previous experience using Financial Advice platforms and software is desirable
minimum of 2 years’ experience with the financial services industry
previous experience within fast-paced financial planning practice
have a professional, proactive and positive attitude
an understanding of FCA regulations, financial solutions and their practical application within an IFA environment
analytical with a keen eye for detail
report writing
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