Paraplanner / Desk based Adviser

  • Location


  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    £40,000-£55,000 plus good bonus + benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


MB Fitzgerald are currently working with a leading international Financial Services organisation to recruit for a CF30 Paraplanner/Desk based Adviser  to join their telephone based advice team in London.

In this regulated Financial Planning role the adviser will be working with existing clients of the business, providing pension transfer specialist advice where their Advisers have recognised a requirement for this with their client's.

Successful applicants must be Level 4 Diploma qualified and a relevant and will ideally have a
valid Pension Transfer Specialist qualification such as AF7 (although this is not essential). My client will consider candidates from an Adviser, PT Specialist or Paraplanning background as this role will also include the writing of suitability reports.

You must be an excellent communicator, both verbally and written and should have a strong technical knowledge of financial services products, in particular pensions.

This is an excellent opportunity for a qualified individual seeking a stable Adviser role at a company who can provide high quality clients and leads as well as offering a good salary and bonuses. The package will include a base salary of 40-55k plus a bonus in year one of up to 10k.